Precis

Step 1. Creating an empty custom grouping

Step 2. Defining groups for a data source

Step 3. Validating groups for a data source

Step 4. Creating groups for more data sources

How to work with the Precis market grouping template

How to work with the Precis channel grouping template

Custom groupings overview page

Jonas Østergård Bæk

Creating a custom grouping

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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