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Create a group

What are Groups?

Groups are used to help organize your teams. For instance, if you want to organize groups by department, project, or any other format that works for your organization, you can do that with groups.
Once a group is created, you can add users to that group and then assign specific dashboards to the group. This method of organization makes it easy to define which users have access to which dashboards.

Go to Account Settings > Groups

As an Admin, navigate to Groups within the account settings.
This page displays the list of available Groups.
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Create a new Group

Click the 'Create new group' button in the top right of the page.
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Name the new Group

Name the group something descriptive so that any user will understand what it will be containing. This could be a department name, a project name, anything that will make sense for your user base.
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Save Group

Clicking 'Create Group' will save the new group and add it to the list of Groups. Now you can add users to that group.
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Add to Group

Now that the group is saved you may add new users to the group either by editing their profile, or when you invite a new user to your account.
This modal appears when inviting new users to your Tractotscope account.
This modal appears when inviting new users to your Tractotscope account.
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Tractorscope was born from the need to quickly create beautiful dashboards from valuable data, affordably. Our goal is to help small and medium businesses, and startups unlock the value that sits in their databases.

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