Users with Group level access must be assigned groups to manage in order to have access to those groups.

From the Contacts grid, select Groups Managed action.

From the Group Managers grid, click Create New …

Fill in the form

A contact must have access level Group in order to be a manager of a group/s.

You can make a contact the group manager of any number of groups.

A contact can be a manager of any level group. If you make a contact a manager of a top level group in a group hierarchy then they can see all the data for all locations in all groups within that hierarchy. If you make a contact a manager of the lowest level group in a group hierarchy then they can only see data for locations in that group.

A Portfolio Manager user can only manage a single group.