Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

PropReportPropReports's  Groups feature allows superusers to add individual accounts to one or more groups for better categorization.

...

How to Add an Account to a Group

Step 1 - Navigate : Navigate to the "Accounts" page and click on the Account Id you .

Image Added

Step 2: Click on the account Id you wish to assign to a group. 

Image RemovedImage Added

Step 2 -3: Using the "In Groups" Groups drop down, join the account to as many groups as you wish by clicking the "Add" button button

...

Image Added

Related Topics / How To

Creating a group

Adding multiple accounts to a group

 

Enabling managers to view groups