<aside> 💡

You must be an Admin to make any of the changes discussed in this article. If you are not an admin, please consult an admin within your company.

</aside>

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 orange icon (or your profile image) in the upper right then CRM Settings
  2. Click Groups then Add Group
  3. Provide label, description, and select appropriate entities as members of the group. Colors are illustrated to differentiate entities.

image.png

  1. Click Save to update changes

Editing Groups