Create and assign groups to users on a team

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.

Note: Since this feature is still in beta, each user will be able to see which groups everyone is assigned to from the Team page. If you're interested in using this feature, please reach out to our Support team to enable this for you.

Important things to know

  • 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.

Creating 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. 

If you're creating a new group to assign to an existing user, 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 "Create new group...".
  4. Enter the name of the new group you would like to create and click "Save" and "Confirm".


Assigning users to groups

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 always change the group later by clicking on the drop-down menu again.
  4. After selecting a group, click "Confirm" to save.


Renaming and removing groups

Renaming groups

There is not a way to rename a group at this time. Instead, you'll need to create a new group with the new name you would like to use.

Removing groups

Groups can only be removed once all users within the same group are removed from that group.


Viewing group sequences and reports

If you are an owner or manager not assigned to a group, you can view group sequences in the Sequences dashboard and group reports in the Reports dashboard. You can use the group filter to view the sequences or reporting data for that specific group. 

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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