The information in this article is intended for Admin and TC users in Sisu.
Groups in Sisu give you the flexibility to organize your agents in ways that matter most to your business. Whether you’re segmenting reporting, creating dashboards at every level, or grouping by office, coach, team, etc. Groups make it easy to gain insights, drive accountability, and foster collaboration across your brokerage.
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Use Cases For Grouping Users
You might be asking yourself, “Why would I group my agents together?” The answer is simple: Groups unlock powerful ways to organize, track, and optimize performance across your brokerage. By segmenting agents in meaningful ways, you can drive clarity, accountability, and collaboration.
Here are some of the most common use cases:
Multi-location: Organize agents by office or branch to streamline reporting and compare performance across locations.
Coaching: Pair agents with their coach to monitor progress, provide accountability, and support growth.
Teams: Create groups for the teams within your brokerage and give coaches visibility for complete transaction management.
Challenges: Set up groups for friendly competitions that drive engagement and boost productivity.
Commissions: Group agents by compensation plans to gain actionable insights into commission reporting.
Territory: Segment agents by their farming areas to encourage collaboration and ensure market coverage.
Specializations: Organize agents by role or focus area (buyers’ agents, listing agents, ISAs, or admins) for more efficient reporting and task management.
How To Create Groups
Ready to create some Groups? Follow these steps:
Navigate to Admin > Team Settings > Groups.
Click the Add New Group button
in the upper, right corner.In the pop-up, enter your Group Name.
Under Add Users To Group check the box to the left of eac user you want to be apart of this Group. You can scroll through the list or utilize the search bar at the top.
Click the Add button
to add your user(s) to the Group.
Restrictions / Settings
Assigning A Group Coach
When creating or editing a Group, you’ll see a Coach column. Selecting this option for a user grants them coaching access to all other users in the Group.
Coaching access allows the coach to view group members’ data, including transactions and activity metrics. This is especially useful for team leads, partners, or anyone responsible for monitoring performance and providing guidance within a group.
ISA Groups
When viewing your Groups, you’ll see an ISA column. Selecting this option designates the Group as an ISA Group.
When an ISA Group is selected in a user scope throughout Sisu, only ISA-related data is displayed. This helps ensure dashboards, reports, and other scoped views accurately reflect ISA performance.
Group Forms
When creating or editing forms, you can restrict visibility to specific Groups. This is configured in Admin > Team Settings > Forms & Fields.
Limiting forms to certain Groups is useful for tracking team-specific data that applies to only some users, without exposing irrelevant fields to everyone else.
Utilizing Groups Throughout Sisu
Once your Groups are created, you can use them almost anywhere a User Scope is available in Sisu. Groups allow you to quickly filter data, focus on specific users, and surface relevant insights without manually selecting users each time.
Below are the most common ways Groups are used across Sisu.
Dashboards
Use Groups to create focused dashboards for offices, teams, or coaches. This ensures leaders see performance data that’s relevant to their role and responsibilities.
Leaderboards
Groups make leaderboards more meaningful by ranking agents against the right peers, motivating them by showing performance relative to their immediate group.
Reporting
Apply Groups to reports to easily segment data by office, team, coach, or compensation plan. This makes it simple to analyze performance trends and share targeted insights with leadership.
Challenges
Groups allow you to run Challenges for specific audiences, such as teams, offices, or roles. This keeps participation aligned and ensures only eligible agents are included.
Anywhere a User Scope Is Available
Anytime you see a User Scope option in Sisu, you can apply a Group to instantly narrow your view, saving time and keeping data relevant.