User groups allow you to organize your team efficiently for call routing, analytics, and group management. In this guide, you’ll learn how to create groups, assign users, and manage your team's settings.

Create and manage user groups

1. Create a group

Navigate to your settings and set up your new team group.

1. Go to the settings.

2. Click on Groups.

3. Click on Create a group.

4. Name your group.

5. Click on Confirm.

 Once created, you can click on Edit to delete the group, change its name if needed, or enable/disable open access.

2. Assign users to a group

You can add team members directly from the group settings or from individual user profiles.

From the Group settings

1. Click on Assign user.

2. Select all or search for the users you want to add to this group.

3. Choose the user's duration.

4. If you make a mistake, you can easily remove a user by clicking the trash icon.

From the Users page

1. Go to the Users page.

2. Choose the specific user.

3. Click on Edit.

4. Go to the Group section.

5. Add that user to a group or multiple groups.

3. Manage your groups from the Webapp

Agents can easily join or leave their assigned groups directly from their dialer interface.

1. Go to the bottom left of your Webapp.

2. Choose Groups.

3. Add or remove yourself from the group created from your dashboard.

4. Utilize groups for analytics and IVR

Once your groups are created, you can use them to streamline your daily operations.

• Analytics: Use your created groups to easily filter your data for analytics.

• IVR: Add your groups directly to your IVR (under the advanced users section) to efficiently route incoming calls to a specific team.

🎉 You now know how to create and manage user groups and can effectively organize your team's communications!