Groups

Groups are a great way to group together your properties and your users for various reasons. This includes:

Giving people limited access to view or manage only a few addresses on your account, instead of seeing everything.
Controlling how jobs inside a group are billed. For example, you can specify that one group of properties uses 1 credit card, while another group of properties can use a different credit card.
Generating reports by group.
Using groups to match accounting groups for exports.

Here are some screenshots of the Groups interface:

Adding Groups

We can set this up for you. Contact our team to set up groups on your behalf. This is free and is typically the easiest way to get started.

To create a group go to More then Groups.
Select the option Add Group. Groups can be nested inside each other for complex reporting arrangements.

Name your group, and you can add a "Parent Group" if this group sits underneath a parent group.

Group members can view addresses in that group and all "child groups.

Once your group is set up, you can add group members.

When adding group members, you are limiting their access to just see only the properties associated with that group (or any child group). If you want someone to have access to all properties, do not add them to a group, make them an admin.

Once your group is set up, you can add properties to the group. This enables group members to view those properties.

Group Notifications

Group notifications allow you to get specific notifications only for a group of properties on your account. So for example, if you want job reminders or completed notifications to go to someone for a specific property you can add their information for group notifications.

Note: You can also use workflows for a lot of these kinds of things, which may be more powerful.

Group Billing (Different Cards Per Property)

With group billing, you can assign different payment methods for each property, or group of properties in your account. This is helpful if you need to pay using 1 credit card for 1 property, and another credit card for another property.

If you add a card to "Group Billing", this will mean that you only use the credit card for that group for all jobs associated with that group.

Note: Subscription payments are all on the primary card, group billing only applies to job payments.

Using Groups

The way to use groups is to just add the right users and properties to a given group. That is it. Those users will automatically have their permissions limited to those properties. If you want to know how to create a user, just access this link.

There are other features we can enable for you that relate to groups:

Reporting by group
Accounting exports by group
Billing rules by group

Contact your account manager to learn more about these options.