Creating groups allows you to assign specific accounts under a group. This enables account admins to manage and impersonate only the accounts within that group, rather than the entire list of active MeetAlfred accounts.
This exclusive capability is available for our Enterprise plan.
To access your dashboard, simply navigate to 'Settings' > 'Team > Groups'.
Creating a Group
On the 'Groups' page click on the 'Create Group' button at the top right of the page.
Enter the desired group name and click on the 'Create' button.
Editing a Group
On the Group page, locate the pencil button next to the group name and click on it to edit the name.
Deleting a Group: On the Group page, find the (X) button next to the group you want to delete and click on it.
Assigning Team Members to a Group
Head over to 'Settings' > 'Team > Members'
Find the account you want to work with and click on the 'Group' dropdown to assign the account to a group.
Additional Points to Note:
⚠️ Only account owners can create/assign groups, edit group names, delete groups, and add or remove users from groups.
⚠️ Groups can have multiple admins, but admins can only be assigned to one group at a time.
⚠️ Admins assigned to a group will only have access to "team stats" related to that group and will be able to view and impersonate members of that specific group.
If you have any questions, don't hesitate to contact our customer support team available 24/7 using the chat bubble on your screen, or email us at [email protected]. We're always happy to help! 😊