Create and assign user groups

In this guide:

Creating and assigning users to a group is a great way to add structure to your team account and keep your team’s sequences organized.

About groups

  • Only managers and users can be assigned to groups. Owners cannot be assigned to groups.
  • Owners and managers without an assigned group are the only users that can create new groups, assign users to a group, and invite users to join a group.
  • Managers who are already assigned to a group can only invite other users into their group. They cannot invite, assign, or remove users from other groups.
  • Each user can only be assigned to one group at a time and cannot be assigned to multiple groups.
  • Users assigned to a group can only access and view shared sequences with other teammates within the same group. This includes the reporting data in the Reports dashboard.
  • Users without an assigned group can view all shared sequences across the team, including those part of a group. 
  • If teammates are using a shared folder but are assigned to different groups, they won't be able to see each other's sequences.

Create groups

Groups can be created either for new users joining the team or existing users already part of the team. 

If you're inviting a new user to join a new group, follow these steps:
  1. In the Team page, click Invite Members.
  2. In the pop-up window, enter the user's email address in the Email Address field.
  3. In the Group drop-down menu, select Create new group....
  4. Enter the name of the new group you would like to create. 
  5. When you're done creating the new group, click Send Invite to send the group invite to the new user. 

Assign users to a group

To assign groups to users, follow these steps:

  1. In the Team page, click the drop-down menu next to the user you would like to assign to a group.
  2. Select "Assign Group"  from the drop-down menu.
  3. In the Assign Group drop-down menu, select a group to add the user to. You can lways change the group later by clicking on the drop-down menu again.
  4. After selecting a group, click "Confirm" to save.
  5. In the Team page, click the drop-down menu next to the user you would like to assign to a group.
  6. Select Assign Group from the drop-down menu. 
  7. In the Assign Group drop-down menu, select Create new group...
  8. Enter the name of the new group you would like to create and click Save and Confirm.

Remove users from a group

To remove a user from a group, follow these steps:

  1. Click the arrow next to the user's name.
  2. Select Assign Group.
  3. Next to the Group's name, click the x icon.
  4. Click Confirm.

Rename and remove groups

  • Rename groups: There isn't a way to rename a group at this time. Instead, you'll need to create a new group
  • Remove groups: Groups can only be removed once all users are removed from the group

View group sequences and reports

Users can filter by groups in the team's Sequence and Reports Dashboard.

On the Sequence Dashboard, click the Users icon and you'll see a list of Sequences by Group. Select the Group that you wish to view sequences for.

On the Reports Dashboard, some reports allow you to filter by Groups. Click inside the Filter by sequence or user section and select the Group you want to view reports for.

Deduplication scope by team and group

You can adjust your deduplication settings at the group and team level in the Team Safety Settings.

These are the two options:

  • Team - Contacts are deduplicated against the entire team

    Your duplication settings will apply to your entire team, including groups you are not part of.

  • Group - Contacts are only deduplicated against a teammate's group

    Deduplication will only apply to users within your group rather than the entire team. A dedupe check will not be triggered if you have a duplicate contact of someone outside of your group.

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