Groups

Introduction

Groups organize the people in your workspace by department or function so you can run targeted workflows, filter meetings, and match the workspace to how your company is structured.

Who Can Manage Groups

Only workspace owners and managers can create and manage groups.

Access Groups

1. Click your name in the top-right corner of the workspace.

2. Select Team.

3. Click the Groups tab to see all current groups.

Create or Edit a Group

From the Groups tab you'll see every existing group with its manager and members.

1. Click the three dots (...) on the right side of the group.

2. Select Edit.

3. Update any of the following:

   • Group name

   • Group description

   • Members (add or remove)

   • Manager (designate who oversees the group)

4. Click Update.

Remove a Group

1. Click the three dots (...) on the right side of the group.

2. Select Remove.

Removing a group deletes it entirely and disconnects it from any workflows that reference it. Those workflows will no longer be able to target that group.

Types of Groups You Can Create

Common examples:

• Sales or Revenue team

• Customer success

• Product or Development

• Marketing or Design

• Operations, Legal, or HR

• Post-sales or Support

You can create as many groups as you need. If the list gets long, use the search at the top of the Groups page to find a group by name.

What Groups Unlock

Filter meetings by group. In Engagements, filter meetings to only those involving specific groups. You can select one or multiple groups at a time.

Target workflows to specific groups. Configure workflows to run only for chosen groups, and set up different branches so the same workflow behaves differently depending on which group it runs for.

Keep the workspace aligned to your org. Groups keep everything organized by your company's structure so people find the right information and processes quickly.

Internal only. Groups only include internal team members. External contacts and companies exist separately in the workspace and won't be added to groups.

Troubleshooting

"Failed" Error When Creating a Group

Group creation failures are usually temporary. Try:

1. Wait a minute and try again.

2. Refresh the page.

3. Check your internet connection.

If the problem keeps happening, contact support with:

• A screenshot of the page where you're creating the group.

• A screenshot of the error message.

• What you were doing when the error occurred.

Need More Help?

Reach the AskElephant support team by:

• clicking the chat button in the bottom right corner of your screen,

• emailing [email protected],

• or using @askelephant support in your dedicated Slack channel.