A group can be a combination of different users, roles, departments (called Role and Subordinates in the module) and groups within an organization. Creating a Group in Second CRM will help users share sets of records among various collectives.
To see the list of groups in Second CRM, click on the icon on the top right of the page to open the Admin Dashboard. Click on User Management > Groups on the left sidebar, and your screen should appear as below:
- To create a new group, click the + Add Group button in list view. The new entry window as shown below allows you to define the conditions for a group.
- Give the group a name and provide a short description. Then select the criteria for a membership of this group. You may chose users, roles, roles and subordinates as well as other groups as group members.
- Click Save to store the new group in Second CRM.