Who can use this feature?
System administrator
User administrator
What to expect?
Once you have created a group you can start adding members straight away. When a user is added to a group they will be referred to as group members. Users that belong to the same contact group will be able to see and chat to each other.
You can add users to a group in three ways:
- From the invitation process
- From the group page
- From the user page
You can add both active and pending users to a group.
Note: There must be at least one active staff user in a group before you can add a client.
For details on the best strategy to add users and groups to your organisation see Guide to onboarding users.
To add client users to a group from the invitation process:
If a client user is not already on Qwil, you may add them to a group in the initial invitation process. To read about how to invite clients and add them to a group, see Invite Clients.
To add users to a group from the group page:
- From your desktop, click on the admin menu.
- Click on Contact groups.
- Locate the group you wish to add members to.
- On the group page, you will see a box for group members. Click on the add members button on the right-hand side.
- Search and select which users you want to add to the group. You can add multiple users at a time.
To add a user to groups from a user page:
- From your desktop, click on the admin menu.
- Click on Staff or Clients.
- Locate the user you wish to add to a group.
- On the user page, click on the Contact Groups tab.
- Click on the Add to Contact Groups button.
- Search and select which groups you want to add to the user to. You can add a user to multiple groups at a time.
Read more: Bulk Import Users
You can upload your staff & clients in bulk using CSV. To read more about this see the following articles: