Best Practice - Group Types and Groups

Last updated: June 16, 2025

Group Types and Group Best Practice 

groupManager.png

We recommend using a similar model like the following for organizing your users.

Note: a single group type is used for scorecards, often "Role".

 

1. Group Type = Role

Groups = 

1. Sales Development

2. Enterprise Sales

3. Customer Success

4. Support Rep

 

2. Group Type = Division

Groups = 

1. Sales Group

2. Success Group

3. Support Group

 

3. Group Type = Teams

Groups =

1. Alpha Team

2. Bravo Team

3. Charlie Team

 

4. Group Type = Office/Location

Groups =

1. NYC

2. Denver

3. Tampa

 

5. Group Type = Fantasy Competition Teams

Groups =

1. Broncos

2. Giants

3. Buccaneers