Here’s how to set up and use the "Groups" feature in CharityTracker:
1.) Go to your [Admin] tab >> [Groups] sub-tab.
2.) Click the [Add Group +] button.
3.) Give the group a name (for example, “Managers Group”) and select the agents you’d like to include in it.
4.) Save the group.
After that, you’ll see your Group as an option in the “Visible To:” setting when you add Cases, Assistance, and other records.
Records shared with a Group can only be seen by the members of that Group.
You can also filter your reports by Group to see just that Group’s data.