Groups are a simple way to organize users in each account. Groups can be created for different office locations, departments, regions or teams. Groups are linked to folders and folder privacy, where you can set specific folders to only be visible for certain groups. Read more about folder privacy here.
Creating a group
To create a new group, select Account in the top right corner and then select Team from the drop down. On the left hand side, you will see the option to click on Groups and select the "+" sign to create a new group. If you have already invited users to your account, you can add them in the account and start adding them to the groups you have created. You can also invite them directly using the Invite button in the Users tab. (Note: that you need to have the Manage Users permission active to create a new group.)
Assigning payment methods and billing entities
You can also pre-select payment methods and assign a billing entity for particular groups. This can be beneficial, so that all users in this group will see only relevant payment options and billing entities when ordering. To link a billing entity with a group, please type it and choose from the saved ones. You can link as many billing entities as needed, but first they must be added in the account. Read more about how to add a billing entity here.
Joining multiple groups
Users can be a part of more than one group. In this case when users log into their account, they will be able to see all folders that are visible for the groups they are part of. A user can have only one role, regardless of how many groups he/she is in.
Viewing which group users are in
Select Account in the top right corner and click on Team from the dropdown. Select User in the left hand corner and find your name. When you have found your name, click on You. A popup window will open which will show the group(s) you are in. Depending on your level of permissions, you may or may not be allowed to change your group(s).
Viewing who is in a selected group
Select Account in the top right corner and click on Team from the dropdown. Select Group in the left hand corner and click on the group (you must be a member of this group). You can then see the group members, each marked with a letter indicating their role (administrator, user, etc).