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Create Groups Manually

Overview

This guide explains how to create a group manually in the system. You can set up group details, permissions, and settings to match your organization’s needs, including nesting groups, setting privacy levels, and configuring communicati n options.

Steps to Create a Group

  1. Go to the Recipients tab and open My Groups.
  2. Click Create Group in the top-right corner.
    create group
  3.  Enter the Group details
    1. Group name upto 50 characters
    2. Description: Visible to any admin who can view the group.
    3. Allow Contacts to Leave: Lets members remove themselves from the group via their profile.
    4. Allow Admins to Leave: Lets assigned admins remove themselves from the group.
  4. Select Admin privacy
    1. Public:
    2. Restricted: All admins can view but must request permission to send messages.
    3. Hidden – Only authorized admins can view or send messages.
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