Skip to main content
Manage groups
Updated over 5 months ago

Groups enable workspace owners and admins to organize users into departments or teams, share contacts and snippets, and collaborate with customers as a team.

Create a new group

Here are steps to create a new group:

  1. On the web, go to Settings / Groups

  2. Click on the + sign to create a group

  3. Within the modal, enter the group name and click Save

Add team members to a group

  1. Go to Settings / Team members

  2. Select the team member you want to add to the group

  3. Click Edit on the top right

  4. Enter the group within the Group section

  5. Click Save

Assigning a phone number to a group

By assigning a phone number to a group, all team members can share that phone number to make outbound calls.

  1. Go to Settings / Phone Numbers

  2. Select your group

  3. Select the group you created within the Assigning section

  4. Click Save to confirm
    ​

Did this answer your question?