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Users

Groups

You can create groups in eSalesTrack that consist of users from your account. You can do this to share information between groups of users and also use groups to create views quicker

To create a group:

1. Click on the wrench .

2. Click on users .

3. Click on Groups .

4. Click Add Group.

5. Type in the Group Name

In the first box you can click the check box and select individual users.  If you need to select more than on then hold down Ctrl and click all the names.

In the roles box you can select users by role.  If you select a role every user who has that role will be in the group.

In the locations box you can select users by locations.  If you select a location then everyone at that location will be in the group.

6. Click Submit to save.