How to Create Groups

When setting up your StackWrap account, you have the ability to create Groups of users. You primarily want to create Groups to define the access of tools to specific users.

For example, a few Groups that I’ve created in my brokerage’s StackWrap account are: Agents, Transaction Coordinators, Staff, and Admin. People within the Transaction Coordinators group are only able to access a handful of Items and Categories that I granted them access to, while my Agents have access to pretty much everything. 

You have the ability to create as many groups as you’d like, but keep these things in mind: 

• Anyone in an Admin Group or Admin Role has the ability to manage your StackWrap account
• When an Item or Category is created, the system defaults to ALL Groups having access to that new Item or Category. You have the ability to define access to specific Groups by clicking Edit