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[HQ Accounts] How do I sync user groups into child accounts?

Jason Wiese avatar
Written by Jason Wiese
Updated over a week ago

User groups can be synced down from the HQ account to the child accounts. When HQ uses a user group for task assignment and syncs down that task automation, it will leverage the synced user group. This allows HQ can set which roles should do which tasks without having to open each child account and add those groups manually.


New User Group

In Settings > User Groups, click Create a New User Group.

Enter a name and select Sync user group to all child accounts.


Existing User Group

For existing User Groups, select Options > Sync User Group to All Child Accounts.

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