Important information
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organization's Administrator or click here to read more about roles & user types.


A group defines which clients, objects and/or units the users have access to. It is a name for the collection of clients, objects and/or units. The steps below explain how to create a group and link it to the right clients, objects and/or units:


Creating a group


1. Navigate to Control in the menu bar and choose Groups

2. Click on  in the top right corner

3. For Title, fill in the title of the group

4. Click Add



Assigning users


1. Navigate to Control in the menu bar and choose Groups.

2. Click on the title of the group.

3. Open the Users tab.

4. press the form and a list of users will show.

5. Select the Users you would like to add to this group.

6. Click on Save.



Linking clients, objects and units

1. Navigate to Control in the menu bar and choose Groups.

2. Click on the title of the group.

3. Click on Link clients, Link objects, Link units

4. A. All

- Select All clients to link all clients at once

- Select All objects of the clients that are linked to this group to link all objects of linked customers at once

- Select All units of the objects linked to this group to link all units of linked objects at once

    B. Link individual clients, objects or units

- Choose Link individual clients to link a select number of clients

- Choose Link individual objects to link a select number of objects

- Choose Link individual units to link a select number of units

5. Click Save


When you choose the first option (All), new clients, objects and units are directly linked to this group when they are created in Leviy. If you choose the second option, this does not happen.