Organizing Teams with Member Management & Groups

Member management & Groups in The Hub provide a simple and flexible way to organize projects and teams. By creating Groups, you can control the tech stack and form link items each team member will see.

Here's a step-by-step guide to setting up Groups & Team Members.

First, go to Member Management in your Administration Panel and click Groups. Here, you'll be able to create and name your Group. Let's imagine you'll be creating a Sales Team.

Once your Group is created, you can add Team Members to it. In our example, it might be marketing agents or sales representatives. Each of them will get the same tech stack and form link items.

You can also create child Groups, which work under the parent Group. This is useful if there are sub-sections of the original Group. For example, if you have a Sales Team, you can also create a sub-Group for Sales Agents. In this case, anyone added to the Sales Agents Group will get both the tech stack and form link items for Sales Agents, as well as those from the parent Group, Sales Team.

Member management & Groups can help you stay organized! Whether setting up a full Sales Team or a child Group for sales representatives, you can easily keep track of the tech stack and form link items each person should have access to.

To watch this tutorial in a video, see below.