How to Create a Group

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

  1. Go to Settings → Users & Permissions → Groups and click “+ Add Group”

💡Useful Tip 1: To edit an existing group, simply click the group row to open the side panel with all group settings.

  1. Choose a group Name and add a Description (optional).

  2. 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.

  1. 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.

5. Click Create to save your 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

  1. Go to Settings → Users & Permissions → Groups and locate the group you want to remove

  2. Click the Trash Bin icon under the Actions column

Done 🎯