Groups

Organize invitations and connections across your company.

• Console members can be organized into groups in the Settings section of Console.
• Please reach out to your Customer Success Manager to enable this feature.

Overview#

Groups determine which users are visible in the Connections section of Console:

• Admin and Full Member roles can view all users across your organization.
• Operations roles can only view users invited by members of their group(s).
• Operations (limited) roles can only view users they invite.

Console members can be organized by branch, office, geographical location, department, team, etc. according to your organizational needs.

Structuring groups effectively allows efficient collaboration and communication, streamlines interactions with invited users, and facilitates smoother workflows to enhance productivity within Console.

Creating groups#

1. Within the Groups tab in the Settings section of Console, select Create new group.
2. Name and save the group, then select the group and click Add members.
   • Any existing Console member within your organization can be added to a group.
   • New team members can also be invited to Console, added to the group, and assigned a role.
     Members can be added in bulk using commas or a new line per member, allowing you to copy and paste directly from an Excel or CSV file.

Filtering by group#

Invited users can be filtered by group in the Connections section of Console.

• Admin and Full Member roles can filter by any group.
• Operations roles can only filter their groups.

Group selection#

Groups can be selected from a dropdown when sending invites.

• Operations roles will only see their groups within the dropdown.
• If the Organization group is selected, the invited user will be visible for Admin, Full Member, and ungrouped Operations roles.
• If a specific group is selected, the invited user will be visible for Admin, Full Member, and Operations roles (if the Operations member is also in the selected group).

Assigning Flows to groups#

By assigning Link Flows to a group, only those Flows will be selectable when sending invites when the respective group is chosen.

Flows can be assigned to groups in the Settings section of Console:

1. Select an existing group.
2. Select Assign Flows.

Flows can also be assigned to groups directly through the Flows section of Console:

Managing groups#

Within the Groups tab in the Settings section of Console, select an existing group.

• Click Delete group and confirm to delete a group.
• Add, edit, or remove group members using the action buttons.

Embedded Link and groups#

If you are embedding Link within your website or application:

1. Create or edit an existing API key.
2. Assign a group to the API key.

When embedding Link, if the userToken parameter was created using this API key, the user will automatically be assigned to the respective group.

Disclaimer#

Please note that our groups management system serves solely as a front-end user interface solution. While it facilitates Console member interactions and data displayed within Console, it does not function as a comprehensive data permissioning system.