Every company has a Base groupThe company's first group; everything placed here is visible to every member of the Base group. It cannot be deleted.Where to find itTeam managementGlossary. If you create no other GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary, all the work is there and every colleague sees it. You need another group when a team should see only its own work, for example a country's or a product line's.
Who a group restricts
Only members with the User / Administrator / SuperuserThe three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser.Where to find itTeam management, the member's row; the member's record › RoleGlossary role. Administrators and Superusers see the work of every GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary.
What a User sees
The campaigns, searches and SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.Where to find itMail › SendersGlossary of their own GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary, and those senders' letters. They also see the tasks and companies (DizzletA company's own record in the system: its details, contacts, touches, tasks and campaign.Where to find itLeft sidebar › DizzletsGlossary) of their group colleagues, but not those of Administrators and Superusers, even in the same group. They always see what is theirs. The group's Leader (★)The group's leader: manages the group's members and sees the group's report.Where to find itTeam management, the group's headerGlossary sees the same and manages the group's members. Any member of a group can ask for a team report on their own group. ApexThe assistant we built ourselves, the one you talk to; this row takes you back to the conversation.Where to find itLeft sidebar, top rowGlossary conversations and saved reports are always personal: only the person who made them sees them.
Apex works with the rights of the person asking
To a User / Administrator / SuperuserThe three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser.Where to find itTeam management, the member's row; the member's record › RoleGlossary, Apex shows only what they can see themselves. To Administrators and Superusers, it talks about the whole company.
A taken company
If a company is already in another GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary's campaign, Apex shows it as "Taken elsewhere", without the details. A company can be in only one campaign at a time.
Where new work goes
A new campaign or SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.Where to find itMail › SendersGlossary goes into its creator's GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary: into the Base groupThe company's first group; everything placed here is visible to every member of the Base group. It cannot be deleted.Where to find itTeam managementGlossary if they are a member of it, otherwise into their first group. Tags are one shared set for the whole company; the group only filters who sees a tag on which company. So if the managing director creates a team's campaign, it goes into the Base group and everyone sees it. In that case Apex moves it into the team's group, with one approval.
Base group membership
The invited person joins exactly the one GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary chosen when inviting them. Who is a member of the Base groupThe company's first group; everything placed here is visible to every member of the Base group. It cannot be deleted.Where to find itTeam managementGlossary is shown on the member's record (Team managementThe company's members, their roles, groups and plans.Where to find itAccount menu › Team managementGlossary, click the member's name), in the Groups view, where it can be switched on and off. Anyone who works in a separate team should not be a member of the Base group, otherwise their new work goes there too.
Where to find it
Account menu › Team management, one section per group; on the member's page, the Groups view