Manage Groups and Hierarchy

Group Hierarchies allow you to structure your SalesLoft users into teams.

Similar to an org chart, group hierarchy creates structure in your SalesLoft team based on the positions or job relationships.

By splitting your team into groups, you can set which content is visible to each group and view metrics based on a particular group's activity.

Admins can create groups and adjust group placement in the hierarchy by setting each group as a parent or child. The parent/child group relationships are shown in a tree diagram on the Group Settings page. This is where admins can edit their hierarchy and rename groups if needed.

In this article, you will learn how to manage groups, including:

• Setting Up Group Hierarchy
• Create New Groups
• Create Child Groups
• Edit Groups
• Delete a Group
• Filtering Team Content

Setting Up Group Hierarchy 

Group hierarchy can be managed on the Groups Settings page in Team Settings.

Things to Note: Configuring group hierarchy structure requires the Team Management permission.

Setting up group hierarchy, team content assignment, and analytics filtering is an easy, 3-step process. Follow the links in to the step below to set up group hierarchy:

1. Establishing the group hierarchy.
2. Assign content.
3. Selecting the team content filtering level appropriate for the organization's needs.

For SalesLoft Teams with Previous Groups

For SalesLoft teams that had created groups prior to the release of Group Hierarchies, any groups that were established pre-rollout will be preserved and groups will present as a flat organization. Hierarchy MUST be created.

An admin will need to go to the Groups Settings page to structure their team’s group hierarchy. From there, go through your team content and assign it to specific groups. Content that is assigned to a parent group will be assigned to the child groups by default. However, you can deselect child groups if you don't want to assign the parent content to that child group . 

Create New Groups

Group Hierarchies list groups into parent and child groups. If a user is added to a parent group, they will see content and data that is assigned to the parent and/or associated child groups.

Think of the parent groups as the foundation where your child groups will form. For example, if your groups are set based on an organizational structure, your parent groups would be the departments: Sales, Marketing, Customer Success.

The child groups would be the teams within those departments. Scroll down to learn more about child groups.

If you are just getting started with groups, you will want to create a new group. Once one group is created you can add different parent groups that share the same hierarchy level or you can add child groups below the parent group.

To create a new parent group, follow these steps:

1. Go to the Groups page under your Team Settings.
2. Click the Create New Group button at the top right of the groups table. If this is your first time creating a group, the table will not be visible yet. Click Create a Group. The Create Group module will appear.
3. Specify the Group Name.
4. Click Create.
5. The new group will appear as a root group.
6. Once the group is created, you can assign users to that group on the Team Settings page.

Create Child Group

Child groups fall under the overarching parent group categories. If a user is assigned to a child group, they will only see content assigned to that child group.

Continuing with our parent group example, if the parent groups are the departments, the child groups would be the individual teams within that department. So the Sales parent group may contain north, south, east, and west as children groups, representing the regional sales teams.

Things to Note: There are no limits to the number of subgroups an admin can create. Create as many as you need to mimic your organizational structure.

There are two ways to create a child group:

• From the Create New Group button.
• From the groups hierarchy tree.

To create a child group from the Create New Group button, follow these steps:

1. Go to the Groups page under your Team Settings.
2. Click the Create New Group button at the top right of the groups table. If this is your first time creating a group, the table will not be visible yet. Click Create a Group. The Create Group module will appear.
3. Specify the Group Name.
4. Choose a Group Parent.
5. Click Create. The new group will appear below the selected parent group.

To create a child group from the parent group, follow these steps:

1. Go to the Groups page under your Team Settings.
2. In the hierarchy tree, find the intended parent group. Click the ellipsis to the right of the group name. A menu will appear.
3. Select the Create Child Group option. The Create Group module will appear.
4. Specify the Group Name.
5. Choose a Group Parent.
6. Click Create. The new group will appear below the selected parent group.

Edit Groups

In the event that you need to change a group name or the position of a group in the hierarchy, you may edit the group.

To edit a group, follow these steps:

1. Go to the Groups tab under your Team Settings.
2. In the hierarchy tree, find the intended parent group. Click the ellipsis to the right of the group name. A menu will appear.
3. Change group name or its position in the hierarchy by selecting a new parent group from the dropdown.
4. Click Save.

Delete a Group

If you restructure your teams or decide to delete groups:

1. Go to the Groups page under your Team Settings.
2. In the hierarchy tree, find the intended parent group. Click the ellipsis to the right of the group name. A menu will appear.
3. Select Delete Group. A prompt will appear.
4. Click Delete to confirm you wish to delete the group.
   • Things to Note: If any users are assigned to a group that is deleted, the users will be updated to unassigned.

Filtering Team Content

When groups are assigned team content, an admin can determine how users can filter by group for team Cadences, team templates, and team snippets.

Users can have the ability to filter team content by:

• Any Group: For managers who want their reps to be able to access content that has been assigned to their own group but also be able to navigate to content assigned to other groups in their organization.
• Their Group/Child Groups Only: For managers who want their reps to only be able to view content that has been assigned to their groups and applicable child groups only.
  Once the Filtering Team Content Setting is applied, it applies team-wide.

To configure this setting, follow these steps:

1. Go to the Groups page under your Team Settings.
2. Below Users Can Filter Team Content by:, use the dropdown picklist to select:
   • Any Group
   • Their Group/Child Groups Only
3. A prompt will inform you Filtering Team Content Settings Saved.