If you are using Xplor Growth to generate tasks and phone call reminders for your team, you may want to assign a certain "to-do" to more than one user.

For instance, you may want to assign a task to your front desk staff instead of one team member. Utilizing User Groups can help you by organizing your team members into relevant groups.

To create a new user group, navigate to your studio name in the top-right and click Settings > User Groups > Create a New User Group in the top-right.

Next, name your User Group accordingly > click Create.

Once you've created your User Group, you can add the relevant users. Navigate to the User Group and click Add to Group.

In the dropdown, select the teammates you'd like to add to your User Group. If you don't see a user here that you'd like to add to your group, go to Settings > Team to add them as a user.

Once added, you can see the full list of users in the User Group.

To remove a certain user from your User Group, click Remove from Group to the far right of the user.

This does not remove this user from your Xplor Growth account as a whole; this user will be removed from this particular User Group.

To rename or delete an existing User Group, navigate to the group and click Options > Rename/Archive.