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:
On the web, go to Settings / Groups
Click on the + sign to create a group
Within the modal, enter the group name and click Save
Add team members to a group
Go to Settings / Team members
Select the team member you want to add to the group
Click Edit on the top right
Enter the group within the Group section
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.
Go to Settings / Phone Numbers
Select your group
Select the group you created within the Assigning section
Click Save to confirm
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