Who can use this feature?
- All roles with access level "high"
- Available on all plans
User groups allow you to associate multiple Catalyst users for purposes of referencing within a single filter and/or applying account permission sets. You can create your groups based on any logical grouping that makes sense for your organization (e.g., region, organizational level, team, etc.).
Suggested uses
-
Segments: Show me the tasks assigned to a CSM in the
Enterprise Teamgroup -
Playbook entry condition: Assign a task to all Implementation Managers in the
West Regiongroup where health isAt risk - Restrict account access: Give users in the "Contractors" group access to a subset of accounts.
Create a user group
Only Catalyst users are allowed to be part of a user group.
- Navigate to the Settings sidebar > Groups.
- Click Create Group in the upper right corner.
- Assign a name (required) and description (optional).
- Choose a group emoji and/or color for the avatar (optional).
Avatars provide a quick visual indicator wherever the group is referenced throughout Catalyst.
- Click +Add Members in upper right corner.
Members of a group must be Catalyst users.
- Select each user to add and then Add
- Click Save in upper right corner.
User groups and Catalyst <> Salesforce user associations
When query results use a Salesforce references field (e.g., Customer Success Manager) with a Catalyst user group (e.g., CSMs East), the UI will indicate those results are returned for only Catalyst users in the group that are also associated with a Salesforce account (i.e., "SFDC User" profile field).