Who can be group members?

You can add users, groups, and roles as the members of a group.

• Users: These are individual CRM users, referred to by their respective names. To learn more about users, click here.
• Roles: These are user roles. For example, if Mark Hale is a user, then Sales Manager can be his role. To learn more about roles, click here.
• Groups: A group in the CRM can be part of another group. For example, if Marketing and Blogging are two different groups, then Blogging can be a part of the Marketing group.
• Roles and Subordinates: This option adds a role and its subordinates as group members. Consider that VP of Sales is a role, and its subordinate roles are Sales Manager and Sales Rep. When you add VP of Sales to a group, all users with that role and the roles of Sales Manager and Sales Rep become group members.

To learn more about Groups, click here.