How to create a communication group
To create a communication group first navigate to the group area.
- Go to Admin > Groups.
- Select 'Communications' tab located at the right of the section.
- Press '+ New Communications Group' button.
- Give the group a name. All groups must have a unique name.
- Select group options, select either Broadcast, Document or Conference or as many as you require (see section below).
- Press 'Create' button.
You will be taken to the group page where you can manage which users, contacts and documents (if selected as an option) belong to the group.
Group Option Types
Here is a brief description of each group option type.
- Broadcast: group members can be broadcast to.
- Document: groups can allow specific documents to be assigned and made visble to group members.
- Conference: group members can be added to conference calls.
How to edit a communication group
To edit a communication group first navigate to the group area.
- Go to Admin > Groups.
- Select 'Communications' tab located at the right of the section.
- Find the communications group you wish to edit.
- Select the pencil icon next to the communication groups name.
- Edit the group and save the changes.