What are Groups?

Groups can be combinations of different users, roles, roles and subordinates and groups within an organization. Groups will help you to build teams that share a common set of records.

Key features

When records are assigned to a group, all members associated with the group can perform operations on that record. This will help your users to work together as a team. For instance, if a support team member is on leave for the day, there is a chance that trouble ticket(case) assigned to him will not be resolved in time. Should the ticket be assigned to a group, all members associated to the group will receive an email notification and anyone can handle the issue.

A group supports following combinations:

1. Users : Selected users will be part of the group
2. Roles: All users associated with a role will be part of the group
3. Roles and subordinates : All users associated with the role, and its subordinates will be part of the group
4. Group: All users associated with selected group will be part of the group

Note: Groups will also help you to define custom sharing rules. You can define data sharing rules to make a certain role, role and subordinates, or a group view records of another role, role and subordinates, or a group.

Creating Groups

You can create different groups to manage common set of operations within your organization

Follow a few simple steps to create a group:

1. Click gear icon in the upper right
2. Click CRM Settings
3. Click 'User and Access Control' drop-down in the left
4. Click Groups. You can click on pin icon next to it to add a shortcut to your settings home page
5. Click Add Group
6. Provide label, description, and select appropriate entities as members of the group. Colors are illustrated to differentiate entities.

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