Subgroups are a feature included in the Agency Plan that allow account holders to create unlimited subgroups to manage different accounts or clients within one main account with ease.

Creating a Subgroup

1. Go to Subgroups > Create Subgroup.
2. Enter the name of the subgroup (e.g., location name).
3. Click Create.

Subgroup Quick Edit

1. Find the subgroup in the Dashboard.
2. Click the Actions button.
3. Select Edit.