Groups

To bring together employees from different departments to work on a shared project, create a group. Group members may include not only employees but also external contacts, such as employees of partner companies with whom you're conducting a joint project.

Add a group

You can build a hierarchical structure of groups with any level of nesting.

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select the Groups tab.

  4. Hover over the group to which you want to add another one, and click on the right side of the row. If you don't have any groups yet, click Add in the center of the screen.

  5. Enter the group name, a description, and the mailing list address.

  6. Click Save.

Find a group and view its data

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select Groups and start typing the group name or mailing list address in the search box. The search results will display the group and its details: name, description, number of employees, and mailing list address.

  4. To view the list of employees who are part of the group, click the row with its name.

Edit a group

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select the Groups tab.

  4. Hover over the group, and on the right side of the row, click Edit.

  5. Change the group name, description, and mailing list address.

  6. Click Save.

Move a group

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select the Groups tab.

  4. Hover over the group, and on the right side of the row, click Move.

  5. Select the destination group.

  6. Tap Move to folder.

Add a mailing list address

To send messages to the entire group at once, add a mailing list address to its card. This will only work for organizations with a connected mail domain.

You can also receive mailing list messages at a shared mailbox. To do this, add one or more shared mailboxes to the group.

Only groups under 10,000 employees can use mailing lists.

If you need to add more recipients, divide the them into multiple groups.

You can add a mailing list address when creating a group or do it later. Follow these steps:

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select the Groups tab.

  4. Hover over the group, and on the right side of the row, click Edit.

  5. In the Address field, enter the mailing list address.

  6. Click Save.

Add a member account

An employee or external contact can be a member of any number of groups.

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select the Groups tab.

  4. Hover over the group and click Add members on the right side of the row.

  5. Select the required employees from the list that opens.

  6. Click Add members.

Delete a member account

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select the Groups tab.

  4. Click the group. It will expand, displaying the list of employees.

  5. Hover over the employee, and on the right side of the row, click .

Delete a group

Deleting a group doesn't delete its members' accounts.

  1. Log in to the company administrator account.

  2. Go to the page Employees.

  3. Select the Groups tab.

  4. Hover over the group, and on the right side of the row, click Delete.

A shared mailbox can be used by multiple employees. How it works

External contacts are users from outside your organization. How to add them

The organization's internet address (www.example.com), where its site and email are usually hosted. How to connect a mail domain

Only organizations with a connected mail domain can use mailing lists. How to connect a mail domain