3. Groups

Groups allow you to build and add individuals to teams on Concord. As an administrator, you can give these groups permission for certain contract templates and tagged contracts.

Groups are great for teaming together people with similar roles such as Sales, Operations, or Marketing.

This feature is available with Standard, Plus, and Enterprise subscription.

How to Create a Group:

Settings > Company Settings > Groups > Add a New Group

Enter Group Name > Create

 

How to Add Users to a Group:

Settings > Company Settings > Groups > Select Group > Add




Select User > SAVE



Remove a user from a Group

Settings > Company Settings > Groups > Select Group > Select “X” under user’s avatar to remove

 

Deleting a Group

Settings > Company Settings > Groups > Select Group > Actions > Delete Group

 

 

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