By design, all users must be in a group – even if you only have 1 user.
Groups can be organized by department, location or anything you like. Our web design customers will often organize the groups by customer name to make it easier to reference back to them in the future.
Layouts are applied at the group level. Meaning, if you want to create an email signature with a different layout, you will need to create a new group.
When you create your first user and navigate to the Details Tab, you will have the option to apply fields at the group level or the user level.
Applying at the group level allows you to apply fields like “Company”, “Website” or any other company-wide common information to all users in the group. This not only saves time but ensures consistency between all users in the group.
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