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PropReports' 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 to the Accounts page.

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

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

Related Topics / How To

Creating a group

Adding multiple accounts to a group

 

Enabling managers to view groups

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