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Group owners and managers can make any of their groups a collaborative inbox, where group members can take and assign conversations and perform other collaboration tasks.
Adding group members
Adding group members
To add users to a group once it has been created:
Select the group you wish to add members to
Click on Members on the left-hand side of the screen
Click on Add Members
Click in the Group Members, Group Managers and Group Owners box as required, then enter the name or email address of each person you wish to invite to the group - as you type, people you have contacted recently will be displayed for you to choose to save time
Enter an optional welcome message to send to the invitees
Click on Add members
Your invitations will be sent out to all members. The email message they receive will contain a link that they will need to follow to accept the invitation and join the group.
Members of a collaborative inbox can:
Take a conversation they volunteer to respond to
Assign responsibility for a conversation to another group member
Mark a conversation as complete, duplicate, or no action needed
Search for conversations according to resolution status or assignee
Note that only group managers and owners can delete messages in the group.
Member settings
Member settings
There are three ways in which a group can be set-up to accept members:
To set the way in which people in the organisation can join the group:
From the Groups page, click on the name of the group you wish to change
Click on Group Settings on the left-hand side of the screen
Choose General
Under Who can join group, choose the required option
Click on Save Changes
To change the role of a group member:
From the Groups page, click on the name of the group you wish to change
Click on the People option on the left-hand side of the screen
Choose Members
Locate the group member you wish to change, then click on the drop-down arrow in the Role column to choose the required new role
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