How to Create a New Group in vTiger
Updated on Dec 10, 2015
This feature will allow you to assign specific operations to an entire group, instead of a single person. For example, if you have a Sales team, all new orders can be handled by any user in the Sales group.
To create a new group with vTiger, you need to log into your website as administrator. Navigate to the Settings icon on the top-right corner of the screen and then CRM Settings.
Locate the Users & Access Control section and click on the Groups feature.
Click on the Add Group button to create one.
You will be presented with a few options that you need to edit for the new group:
- Group Name - Enter a unique name for your new group.
- Description - Enter a short description for your new group.
- Group Members - Select the members, users, roles to have access within the group.
Click on the Save button to keep the changes.
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