Assign Group

Assign Group

Assign Users to Group

After creating a new group, you can associate members with the group. As mentioned above, group members can be users, roles, roles & subordinates or other groups. After assigning group members you can share the CRM data among users by applying data sharing rules.

Note

  • You can assign users to multiple groups and they can access data as per the permissions in the profile and sharing rules.

To associate users to a group

  1. Click Setup > Users & Permissions > Groups.
  2. In the Groups page, select the group to which you want to assign users.
  3. In the Group Details page, click Edit.
  4. Under Group Sources, select the users.
    You can select users, roles, roles & subordinates, and different groups as members of the new group.
  5. Click Save.

Edit Groups

After creating groups, you can update the group name and group members as your requirements grow.

To edit groups

  1. Click Setup > Users & Permissions > Groups.
  2. In the Groups List page, you can see the list of Groups you have added.
  3. In the Public Groups List page, click on Edit.
  4. In the Edit Group page, do the following: 
    • In the Group Details section, specify the group name and comments for the group in Group Name andDescription fields respectively.
    • In the Group Source section, select the group members. 
      You can change the users, roles, roles & subordinates, and different groups as members of the new group.
  5. Click Save.

Delete Groups

Periodically you may consider cleaning up the unwanted groups using the delete function. While deleting, all thedata sharing rules will be calculated automatically, updating the changes, so you won't need to recalculate them.

To delete Groups

  1. Click Setup > Users & Permissions > Groups.
  2. In the Groups page, the list of group names will be available.
  3. Click the Del link to remove any Group from this list.

    • Related Articles

    • Can I assign activities to a group of users?

      No. Currently, you cannot assign a task/event to group of users.

    • Group Tabs

      The different departments in your organization may use different modules (tabs) in CRM. Tab groups let you organize the tabs available in your  CRM account. You can group the Sales, Marketing, Support and Inventory related tabs and share the tab ...

    • How to group records?

      In CRM, you can group records is using List Views. Each module has some standard list views that group records based on a predefined criteria. You can also create your own list views that groups similar records and share it with other users. For ...

    • Online Group Chat (Chat Rooms)

      Team Collaborations provides real-time collaboration through built-in chat rooms which allows everyone to quickly come together to discuss important topics and make decision faster. You can create chat topics, invite participants, discuss and above ...

    • Assign Roles to the Users

      After creating roles, you can assign them to the users in your organization. A user with an Administrator profilewill have access to all the data irrespective of the role assigned to the user. To assign roles to the users Click Setup > Users & ...