FAQs in this section
What are groups used for?
How do I add a group to another group?
How do I edit a group's details?
What is a group?
Who can be group members?
Can I allow a group to view the records of another group?
How do I assign records to a group?
Why do I need to assign records to a group?
How do I transfer records to another user or group while deleting a group?
How do I delete a group?
How do I create a group?
Table of Contents
You can create and manage groups only if you are an Admin user.
Follow these steps to create a group:
Follow these steps to create a group:
- Click the User Menu on the top right corner of the screen
- Click the Settings button
- Look for the User Management section
- Select Groups
- Click the +Add Group button on the top right side of the page
- Fill out the following information:
- Group Name - The name of the group, such as bloggers, sales team, etc
- Group Email - The group email address, such as bloggers@grasspods.com
- Note: The group email is configured under Settings > Configuration > Email Settings. It is not the same as Group Mailboxes in Inbox
- Description - A brief description of the group
- Group Members - The members of the group. You can add users, groups, roles, and roles and subordinates here
- Click Save
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