Custom Groups

Triggers a creation workflow to cluster sub-account locations under a designated headquarter location for regional or multi-branch reporting and management.

This feature allows administrators to create personalized groups for organizing locations according to specific business requirements. It simplifies location management by providing flexible grouping options and centralized administrative control.

This feature allows administrators to organize and manage all client locations within a dedicated custom group. It provides centralized access to client information and simplifies the management of multiple client accounts.

This feature provides a dedicated custom group for demonstration and testing purposes. It allows administrators to explore group configurations and application settings without affecting the organization of their primary operational groups.

This feature enables administrators to organize and monitor all agency locations within a custom group. It provides a structured approach to managing multiple locations and maintaining consistent configurations across the platform.

This feature enables administrators to track and monitor locations assigned to different custom groups. It provides better visibility into location organization and helps simplify multi-location management through a centralized interface.

This feature enables administrators to control application features collectively or individually within custom groups. It provides flexible management of feature availability based on group requirements and specific location needs.

This feature allows administrators to configure onboarding launchpads for locations assigned to custom groups. It helps organize essential setup steps, onboarding resources, and guidance to create a smoother user experience.

This feature allows administrators to manage knowledge base access for locations assigned to custom groups. It helps provide relevant documentation, tutorials, and support resources while maintaining organized information accessibility.

This feature allows administrators to personalize configuration settings for different custom groups. It provides greater flexibility in managing group preferences, application settings, and location-specific requirements from a centralized platform.

Allows administrators to edit and update existing groups, including group names, settings, and associated members, for better organization and management.