Table of contents

Group Settings

Location

Main Dashboard > Select {Group} > Settings

For each Group, you can configure the meta data used to identify the group:

Meta data Information
Group name Name your group
Select or create a tag Grouping of accounts are based on tags. Use this option to select tags so that you have correct accounts within a group or create a new group tag
Delete group Delete the selected group
Included accounts List of accounts that are in the group depending on the tags that you created or selected

User Access

User Role Can Access
Administrator
Power User
Custom - Full Access
Read Only
Custom - Read Only

Group settings



Grouped Account meta elements on the dashboard