Organizing Users With Groups

Groups are an effective way to join users by location, department, or team

Lindsey Ziccardi avatar
Written by Lindsey Ziccardi
Updated over a week ago

The first step to creating successful queues is to target the right audience! Groups are here to help merge common users together.ย 

Creating Groups

The first step is to decide how you would like to group your users. Here are some examples of great groups to create:

  • Departments: Marketers, Internal, Core, Management

  • Branches: LA office, NY office, South America office

  • Area of Interest: Company articles, Blog posts, Wall street journal
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Once you have decided on the structure of your groups, it is time to create them in the software. Groups can be managed on the User Management page.

From here, select the Manage Groups option to navigate to the Group Management page.

The Groups page allows you to create and edit groups while also showing you how many users, Virtual Assistants and Queues are attached to each group.

From here, you can enter the name of the group in the New Group Name field.

This will create an empty group that has no users attached to it. If you would like to learn more about Virtual Assistants, click here.

Adding Users to a Group

To populate your Groups, you will have to manually edit which group each user is a part of from the User Management page. Note: A user can be a member of multiple groups.

Navigate to the Groups field and click inside to open up a dropdown menu that displays all of the groups that your organization has created. Clicking on a group will add that user to the selected group.


Editing a user is as simple as typing a user's name into this field here:

Navigate to the Groups field and click inside to open up a dropdown menu that displays all of the groups that your organization has created. Clicking on a group will add that user to the selected group.

Pro-tip: For faster group management, it's better to create your groups before adding your users. When adding multiple users, you can select which group they are a member of by filling in the groups column of the User Upload spreadsheet.

We have prepared a video on this topic for your consideration:

Any Further Questions?

If there is anything else we can assist you with, you can contact Clearview Social Support either by emailing support@clearviewsocial.com or through the Intercom chat button in the bottom right of the site.

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