Understanding and Using Groups in Sentir

Learning Team

Overview

Groups are a powerful entity type in Sentir that brings together related Households, Organizations, and Individuals into a single, unified view. Whether you're managing an extended family's finances, overseeing a business partnership, coordinating a center-of-influence network, or handling multi-generational wealth planning, Groups help you see the complete picture at a glance.

This article explains what Groups are, how they differ from other entity types, how to create and manage them, and how administrators can configure Group functionality for their organizations.

What Groups Are and Why They Matter
How Groups Differ From Other Entities
What Groups Do and Don't Do
Creating a Group
The Group Record Page
- Using the Hierarchy View
- Filtering With the Scope Selector
Managing Group Members
Deleting a Group
Configuring Groups
Tips for Working With Groups

What Groups Are and Why They Matter

A Group is a container that connects multiple related entities. Instead of viewing Households, Organizations, and Individuals in isolation, Groups let you see them as one cohesive unit with combined metrics, shared history, and streamlined workflows.

Groups are useful for:

Extended families: Link multiple Households together to track multigenerational relationships and combined household wealth.
Business partnerships: Group partner Households or Organizations to see aggregate metrics and shared activity.
Center-of-influence networks: Organize connections and prospects around a single center of influence.
Affinity groups: Create groups around shared interests, memberships, or demographics.
Multi-generational wealth planning: Bring together Households and Organizations that span generations for comprehensive family wealth management.

How Groups Differ From Other Entities

Groups work differently from Households and Organizations in a few key ways:

Attribute	Groups	Households/Organizations
Lifecycle stage	No lifecycle stage field	Have a lifecycle stage
Data composition	Combined data from member entities	Stand-alone data
Can contain	Households, Organizations, Individuals (no Groups within Groups)	Contacts
Membership	Each entity can belong to only one Group	N/A

What Groups Do and Don't Do

Groups do:

Provide a consolidated view of all members' combined data, relationships, and activity.
Let you filter across member entities using the scope selector.
Display member Households, Organizations, and Individuals (and their underlying members) in a structured hierarchy.
Aggregate key metrics like total AUM and combined member counts.

Groups don't:

Support bulk actions on Group members. You manage individual member entities separately, which maintains data integrity.
Progress through lifecycle stages. They simply organize existing entities.
Support being promoted to prospects, converted to clients, or having financials created directly for them.

Creating a Group

To create a Group using the Key Entity wizard:

Click the Global Actions icon (the + icon) and select Create an Entity.
In the Create an Entity wizard, select Group as the entity type. The lifecycle stage options are grayed out because Group records do not move through these stages.
Click Next.
On the following screen, enter a name for the Group.
Optionally, change the owner and related division for the Group.
Search for entities by name and check their boxes to add them to the Group. Selected entities appear below the search field.
Entities that already belong to a Group have a blue icon to the right of their name. If an entity already belongs to a Group, you'll be asked if you want to change their membership.
When done adding members, click Next.
On the following screen, add topics, an influencer segment, and other definitions to the group. Make any selections you want, then click Next.
The success screen displays a summary of what was created. Click Go to Entity to view the new Group record or Create Another Entity to reset the wizard and create another record.

The Group Record Page

The Group Record Page is where you manage a household, family office, or other multi-entity relationship as a single unit in Sentir. When a Group record is open, there is a consolidated view of the people, accounts, and activity tied to that group.

Header and navigation
- A breadcrumb trail at the top shows where the group sits within the firm hierarchy and who owns the relationship.
- The page title displays the group's name, with a Group badge confirming the record type.
- The actions menu below the group name provides quick updates to group details.
Action buttons: Along the top right, quick-action buttons let you:
- Add Work — Create a new task, opportunity, or workflow item tied to the group.
- Update Contact Info — Edit contact details for the group or its members.
- Log Activity — Record a call, meeting, or note against the group.

You can also toggle Currently Showing: All Entities to control whether the page displays data for the whole group or a specific member/entity within it.

Below the header, the record is organized into tabs:

Overview — The default landing view (described below)
Hierarchy — Shows how the group's members and sub-entities relate to one another
Timeline — Chronological activity history
Details — Core record fields and data
Records — associated records (accounts, policies, etc.)
Documents — files attached to the group

The Overview tab surfaces two key widgets side by side:

Dispatches — Surfaces AI-generated or system-flagged items needing attention across the group's members. If no member has an active dispatch, this panel shows an empty state.
Noticeboard — A running list of AI-generated summary cards capturing key milestones and open items in the relationship (e.g., an unreviewed beneficiary designation, a proposal awaiting a decision). Each card includes a short headline, a plain-language summary, tags linking it to related records, and options to comment or take further action.

On the right-hand side, the Feed panel shows a chronological stream of posts and comments from advisors and staff working the account — including narrative updates on deals in progress, follow-up commitments, and threaded replies. Filter, refresh, and expand controls in the top corner let you narrow the feed or pop it out into its own view.

Using the Hierarchy View

The Hierarchy tab displays an interactive diagram of the Group's structure. The Group appears at the top, with member entities below it and their members beneath them.

Here are some of the ways you can interact with the Hierarchy diagram:

Use the controls to zoom, toggle between vertical and horizontal layouts, refresh the view, and switch to full-screen mode.
Download the diagram to your computer as a PNG.
Click on any entity or member in the diagram to open their record in a new tab.

Please note: System administrators can customize the information that appears in the hierarchy diagram. See our article on Configuring Entity Management Settings in Sentir.

Filtering With the Scope Selector

The scope selector lets you filter the view to focus on specific Group members. This is especially useful when working with large Groups—you can narrow your focus to just the entities you're interested in without losing the broader Group context.

The scope selector appears in the record side panel as a Currently Showing: heading. The default view is All Entities.

To filter using the scope selector:

Click on All Entities.
In the drop-down, uncheck the entities you want to exclude from the view.
Click Apply to update the display.
The pill updates to show the number of entities being displayed.
To reset the view to display all entities, click the scope selector, select All Values, then click Apply.

Managing Group Members

Adding Members

You can add members to a Group after initial creation from the Group record page or from an Entity record page:

Click the caret button in the button row on the right side of the Group record page and select Manage Members from the drop-down menu.
Select the checkbox beside the name of the Key Entity record(s) you would like to be part of the group.
Click Add Members to add the Key Entity to the Group record.

Removing Members

To remove a member from a Group:

Select the Records tab on the Group record.
In the left navigation rail, select Group Members under the People and Relationships header.
Check the box beside the group member you would like to remove.
Click the caret button and then select Remove from Group.

The member entity is removed from the Group, but it remains in Sentir.

Transferring Between Groups

Entities can only belong to one Group. To move an entity to a different Group, add it to the new Group in the Manage Members window. If the entity already belongs to another Group, Sentir will notify you and move it to the new Group upon confirmation.

Deleting a Group

To delete a group, open the Group record and click the Deep Delete button in the button row on the right side of the record.

In the popup window that appears, click Next, then click Finish to complete the deletion.

Please note: Deleting a Group record does not impact its member entities. The group is removed from Sentir, but the Individual, Household, and Organization records within it are not deleted.

Configuring Groups

System administrators can enable or disable Groups organization-wide through Entity Management settings. When Groups are disabled, existing Groups continue to function normally, but users cannot create new Groups in the Create an Entity wizard.

Administrators can also configure which fields are displayed for entities and members in the Group Hierarchy diagram. To learn more, see our article on Configuring Entity Management Settings in Sentir.

Tips for Working With Groups

Use Groups to organize around business logic, not just data structure. Think about the relationships and workflows your team uses every day.
Keep Group membership up to date as your client relationships evolve.
Use the scope selector to zoom in on specific members when you need detailed work without losing sight of the full Group context.
Check the Group Hierarchy view to understand the structure of complex Groups at a glance.
Remember that bulk actions don't apply to Groups; manage each member individually to maintain data quality and control.