Help -> Groups -> Manage Groups

Starting Point: Logged into Manager with Access to Groups and navigated to "Manager -> Communication Tools -> Groups".

Admins are able to manage all Groups, but Leaders can only manage Groups if they both have Access to Groups and are a Coordinator of the Group. Below is a summary of all the things that can be managed through the Manage button next to each Group.

  • Add Member: By clicking Actions and then Add Member, you can add a Member to that Group. The decision to make someone a Group Member or to also make them a Coordinator depends on how you are using the Group, and Coordinators may have special Permissions that other Members do not have. There is a separate help article about Members and Coordinators.
  • Display Image: Groups can have Display Images, and the purpose of these is to help you visually identify that Group within the Manager.
  • Edit: Through the Edit tab you are able to update the Group Name and Description. With Standard and Project Group Types you can also edit the following.
    • Linkable in Inbox: Selecting this option allows you to link this Group with Inbox Tickets.
    • Enable Chat for Group: Selecting this option creates a Chat for this Group.
  • Members: Through the Members tab you are able to Manage each Group Member which enables you to delete a Member or to change between them being just a Member or also being a Coordinator too. There is a separate help article about Members and Coordinators.

Applicable Manager Links: