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groups

‘Groups’ are an enterprise feature useful in reporting and attaching manager access too. They should be setup to match your companies org. structure. Suggested groupings include “divisions“, “regions“, “states” and “channels“. Enterprise customers can turn on up to three levels of groupings via the Settings → Company settings page. Once turned on they can be defined via the Settings → Groups page, then set on each via the Account → section.
Below you will find a breakdown of all the fields on the Settings → Groups page of your account.

ID Name Field Data type Length limit Example Mandatory Enterprise Exclude simple Import column Description
197 ID id String 20 GR10001 Yes Yes No A A unique identifier for the group. An ID can be comprised of text and/or numbers up to 20 characters in length. If the ID used belongs to an existing deleted group, it will be un-deleted.
199 Name name String Victoria Yes Yes No B A short name given to the group to make it easy to identify in drop-down lists and reports.
198 Type type Reference State Yes Yes No C The single name of the group type this group belongs too. Group types are defined on the ‘Settings -> Company settings’ page.
200 Areas areas Reference List AR10001,AR10002,AR1003 No Yes Yes D A comma separated list of the MISSING[%area%] IDs within the group. Each must match a predefined, non-deleted MISSING[%area%] ID or it will be ignored.
201 Areas areas_helper Helper No Yes No None All the MISSING[%areas%] within the group.

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