Groups Overview

Groups are a flexible way for you to manage users in SalesHood. Groups are similar to Segment and Team, but a user can be a member of any number of groups. Because of this, you can use groups in ways that match your organizational structure, such as creating nested organizational hierarchies or matrix reporting structures, or as ad hoc or temporary ways to group users, such as onboarding cohorts or project teams.11

This guide walks you through how to create, manage, and use Groups.

To start, Groups management is available via the Manage Users option found in the hamburger menu:

After clicking on “Manage Users” you will be taken to our new User Management page:


Groups are a flexible way for you to manage users in SalesHood. Groups are similar to Segment and Team, but a user can be a member of any number of groups. Because of this, you can use groups in ways that match your organizational structure, such as creating nested organizational hierarchies or matrix reporting structures, or as ad hoc or temporary ways to group users, such as onboarding cohorts or project teams.1

This guide walks you through how to create, manage, and use Groups.

To start, Groups management is available via the Manage Users option found in the hamburger menu:

After clicking on “Manage Users” you will be taken to our new User Management page:

Creating a New Group

  1. Click the green “Manage” button in the top of the left column:
  2. You will see a “manage” popup that allows you to add both new Groups and new Segments. Click “Add a Group” and edit the title of the group to create a new Group.

Adding users to a Group

  1. In the main panel, select the users you would like to add to the Group (you can use the role filter and user search at the top of the page to help find the users you’re looking for).
  2. Select “Actions” on the top right of the screen.
  3. Navigate to “Add to Group,” then select the group to which you’d like to add the users.

Editing an Existing Group

  1. Locate the Group you want to edit from the list at the left. Use the search or click the “Groups” sub-tab to narrow down this list. Click the ellipses (“…”) next to the Group Title, then click “Edit.”

2. You’ll be shown an “edit” popup, from which you can edit the title of the Group and add “Watchers” to the Group.

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Watchers for Groups have specific additional functionality in the context of Groups. See the section on Groups Functionality below for additional information.

Removing Users From a Group

  1. Clicking on a group, segment, or team in the left column narrows down the users in the main part of the page to that specific group.Select the users in the main part of the screen that you want to remove from a Group.
  2. Click “Action.”
  3. Click “Remove From Groups.”

Note: When removing a user from a group – some user’s team, segments, and/or groups will be modified. To prevent their data from being hidden in the program, we will assign them individually to the program. This will display the user with their current participation in the program without the team, segment, and/or group.

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