How to Create a Group
How to Create a Group
Groups are one of the easiest ways to manage teams in the Squaretalk Platform.
📌 Note: Admin permissions are required to create groups.
Step-by-Step: Create a New Group
Go to Settings → Users & Permissions → Groups and click “+ Add Group”
Choose a group Name and add a Description (optional).
Go to the Members Tab to add members to the group. Choose from the All Users list and click the “+” button next to their name.
💡Useful Tip 2: Managers and Admins are marked with a 👑 crown icon for easier identification.
Go to the Call Wrap-Up Tab to enable the feature if needed.
📌 To learn more details, see: How to Configure Call Wrap-Up Per Group.
Group Assignment Limits
To maintain a better organization, cleaner reporting, and improved platform management, you can assign:
Up to 3 groups per agent
Up to 10 groups per manager
How to Delete a Group
Go to Settings → Users & Permissions → Groups and locate the group you want to remove
Click the Trash Bin icon under the Actions column
Done 🎯
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