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Subgroups Overview

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.
Create a subgroup

Subgroup Quick Edit

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