What Is a Group
A group is a collection of users connected by a common goal — most often for managing emails and sharing responsibility. A group must have at least one member.
What Groups Are Used For
- Email management — emails can be assigned to a group instead of a specific person. Every group member can see these messages and respond to them
- Shared mailboxes — a group can be responsible for a mailbox, so multiple people have access to it
- Mail folders — folders can belong to a group rather than an individual person
- Tasks — a task can be assigned to a group instead of a single user
- Chat widget — a group can be responsible for handling the website chat
Creating a Group
- Go to Settings → Groups
- Click + (New Group)
- Fill in:
- Name — unique group name (e.g., “Developers,” “Customer Support”)
- Description — optional description of the group’s purpose
- Users — select group members (minimum 1)
- Save
Important Information
- A group must have at least one member
- The group name must be unique within the account
- A group can be deactivated without being deleted
- Notifications are not sent to groups — only to individual users. Group members see assigned items on their dashboard