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Info
titleAutomatic "Ungrouped Accounts"

Note that a new account in PropReports will automatically be added under the "Ungrouped Accounts" group. Once you've added the account to a created Group, it will be removed from this default "Ungrouped Accounts" group. This "Ungrouped Accounts" group should allow you to easily find any new accounts that may have been recently added to your instance and has not yet been addressed with fee plans and grouping.


Info
titleHidden Groups

(warning)  Note that if a Group is moved to "Hidden" status, any manager with that group permission will no longer to be able to view the activity for the accounts within.

How to Create a Group

Step 1: Navigate to the Groups page.

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