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Groups (F)

The Groups page contains information about your groups and their members and allows you to add groups or access a group profile to edit its contents. A group is set up by the referrer, and is comprised of a collection of entities with configured fees, risk decisions, and other parameters that apply to all members.

Navigate to the Groups page by clicking GROUPS in the Management category in the left hand navigation panel.

Partial view of the Groups page showing the Groups Table.

Groups Page Features

Click here to view the features of the Groups page.

Groups Table

The Groups table contains a list of all existing groups associated with your account, and includes the following information in the default setting:

Groups Table Column Name



The name of the group.


The number of members in the group.


The number of fees associated with the group.


The number of decisions associated with the group.


Any reserves associated with the group.

Arrow Icon

Click on the grey triangle in any row to view additional details for a specific transaction, or click on the grey triangle in the table header to view additional details for all transactions.

To access more information or to edit the information about a specific group, click on any information in the group table row to open the Group Profile page.

Add a New Group

To add a new group to your account, click ADD GROUP in the top right hand corner of the page to open a lightbox. Type the group name and click CREATE GROUP, or discard changes and return to the Groups page by clicking CANCEL.

Tip: After you create a new group, click on the group name in the Groups table to open the Group Profile, where you can add new members, apply fees and risk decisions, edit information about the group and more!

Customize Your Group Table

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Group table:

Click here to vew the Group Table customizations.

Group Data

  • Name

  • ID

  • Date Created

  • Description

  • Created by

  • Date Modified

  • Modified By

Related Pages:

Click the links in the Group Profile to access any of the following pages:

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