Who can use this feature?
Groups are used to connect organisation users to each other so they appear on contact lists and can be engaged in chat.
For client users, a group will determine who appears on their contact list and who they can chat to. Clients can only begin a chat with members in their contact list which are the ones they share a group with. Clients and partners must belong to a group (required to setup their user account).
For staff users, a group will determine which users appear on their contact list and will restrict which clients they can chat with. However, all staff members belong to the directory which means that staff are able to search, chat, and view the contact profile of any other staff user on the platform.
Note: This is a web-only feature.
To create a contact group:
- From your desktop, click on the admin menu.
- Click on Groups.
- On the top right-hand side click on Create group.
- Fill in the form. You only need to add a group name (e.g. Client relationship name). The identifier and description values are optional.
- Your group will be created.
See add group members to add users to your groups.
Tip: Groups can also be created in bulk by uploading a CSV file. See User setup guide to learn how.