(Update) Support for team grouping and loan views by groups

Update: Please read the updated "How to turn on" section for enabling this feature. 

Date Available: Beta 1/9, Prod 2/6

Which customers are impacted?: 

All customers that use the Blend lender application. 

How to turn on: 

• This feature will be automatically enabled for all customers on the dates listed above.
• Additionally, the user admin must enable this under "Setup" and "Role Permissions" within their tenant environments. The "View loans assigned to my groups, and the groups reporting to my groups" role permission must be set to "Always." 

Purpose of Update and Benefit:

We are releasing the ability for customers to create groups and subgroups in Blend. 

Current Behavior:

Currently, there is no ability to create groups.

New Behavior:

This release allows customers to create groupings under Group Settings in Setup. There is no limit to the number of groups or subgroups that can be completed. Within these groups, customers can also assign users to different groups and filter the pipeline view by groups. 

This release does NOT allow for any kind of branding management by group. This feature is currently limited to group creation, user assignment, and pipeline filtering. 

Now available, customers can create groupings under “Setup” and “Group Settings.”

Within these groups, there is now the ability to “Add users.”

Customers can also now filter by groups.

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