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A group is the account your customer belongs to, most often a company, sometimes a team or a workspace inside a larger company. Grouping your customers this way answers a question individual customers can’t: are these twenty upvotes coming from twenty different trial signups, or from three of your biggest accounts?
Companies and teams require a Business plan or higher. If your workspace is on a lower plan, sign-ins won’t create any groups, so you won’t see the tabs described below until you upgrade.
There’s no button to create a group by hand in the dashboard. Groups arrive in one of two ways: automatically, the moment one of your customers signs in through single sign-on with a company or team attached (the groups field your developers add to the SSO token), or created by your developers from your own backend over the API. Once a group exists, everything below (editing it, assigning customers to it, and deleting it) is available right here in the app.

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Companies, teams, or something else

“Company”, “team” and “workspace” aren’t fixed categories Sleekplan defines: they’re whatever your own system calls the accounts it sends over. If your product organizes customers into companies, you’ll see a “Companies” tab. If it’s teams within one company, you’ll see “Teams” instead, or both side by side if your integration sends more than one kind.

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Finding your groups

Open Customers and look at the tab bar at the top. Alongside Customers, you’ll see one tab per kind of group your workspace has received, each showing how many exist. Selecting a tab shows that group’s list instead of your individual customers. The Customers screen with the group tab bar highlighted, showing Customers, Companies, Teams, Agencies and Key Accounts tabs
If you don’t see any extra tabs yet, it’s because no group has synced in through SSO for this workspace so far, or your plan doesn’t include the feature (see above). The tab bar stays hidden entirely until the first group arrives.

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Reading the list

The Companies list showing one row per group with member count, MRR, posts, votes, comments, CSAT, NPS and last activity Each row is one group, with:
  • Name and its type badge, plus the identifier your own system uses for it
  • Members: how many of your customers belong to it
  • MRR: the account’s monthly recurring revenue, if your integration sends one
  • Posts, Votes, Comments: totals across every member
  • CSAT and NPS: averaged across members who actually answered a satisfaction or promoter survey (a member who was never asked doesn’t drag the average down)
  • Active: the most recent activity from any of its members
Use Search name, identifier… to find a specific account, or select any row to open its full profile.

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What Weight and MRR do

Weight (0 to 10) is how important this account is to you, the same idea as the weight you can already set on an individual customer. It feeds the company weight signal in the Impact Score, so a request backed by several of your heavier accounts can rank above one backed by several people inside a single account. It also gives your team something to sort the list by, and your SSO integration somewhere to put the number. MRR is the account’s monthly recurring revenue, stored as a plain number with no currency symbol, so pick one currency and use it consistently. It is added up behind every feedback post the account’s members vote on, counted once per account no matter how many of them voted. See Revenue behind a request. Both arrive from your SSO integration or the API, and can be adjusted afterward from the group’s profile.

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Opening a group’s profile

Select any row to see:
  • An identity summary: the identifier, type, and when the group was first created
  • A stat band with Members, MRR, Posts, Votes, Comments, CSAT and NPS
  • A Members tab, listing every customer in the group
  • An Activity tab, showing their combined feedback activity in one feed
  • An inspector panel on the right, with the group’s type, weight, MRR and any custom metadata
A group profile showing the identity summary, stat band, the Members tab listing four customers, and the details panel with custom data
The activity feed covers up to the group’s 500 most recently active members. For a very large account that means the feed is representative rather than exhaustive, and the app tells you when it’s showing a partial view.

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Assigning a customer to a group

1

Open the customer's profile

Go to a customer and select the Groups tab, alongside Activity, Pageviews, Emails and Announcements.A customer profile with the Groups tab selected, listing the three groups they belong to and the Assign to group button highlighted
2

Assign them

Select Assign to group, search for the group, and pick it. The customer is added immediately, and the group’s member count updates to match.
A customer can belong to more than one group at once, for example a company and a team inside it, so assigning them to a second group never removes them from the first.

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Removing a customer from a group

You can do this from either side:
  • From the customer: open the customer’s profile, select the Groups tab, hover the group you want to remove, and select Remove.
  • From the group: open the group’s profile, select the Members tab, hover the customer’s row, and select Remove.
Removing a customer only unassigns them. It never deletes the customer, and it never deletes the group. Because sign-ins only ever add customers to groups and never remove them, this is the way to take a customer out of a group if your source system stops sending them, or if you assigned them somewhere by mistake.

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Editing a group

Open the group’s profile and select Edit in the header. You can change:
  • Name
  • Type
  • Weight
  • MRR
  • Custom metadata: add or remove key/value fields (up to 20), useful for anything your SSO integration doesn’t already send, like an account manager’s name or a renewal date
Select Save to apply your changes, or Cancel to discard them.
Editing metadata here replaces the group’s full metadata when you save. If your SSO integration also sends metadata for this group, a later sign-in merges its fields back in rather than overwriting what you just set, so a key you deliberately removed here can reappear if your system still sends it.
You can rename a group here at any time. If your SSO integration also sends a name for it, a later sign-in restores that name, so rename at the source when the change needs to stick. The group’s identifier can’t be changed at all, here or later: it’s what links the group to your own system.

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Deleting a group

Open the group’s profile and select Delete group at the bottom of the page. This removes the group and unassigns every one of its members. It doesn’t delete the customers themselves. If your SSO integration still sends that group on a later sign-in, it’s recreated from scratch, with no memory of its previous metadata or membership.

Customer accounts

Weight, metadata, and everything else you can see and set on an individual customer.

Impact Score

How a group’s weight feeds the ranking, and what to set Max company weight to.

Setting up single sign-on

For your developers: how to add companies and teams to your SSO token.