Manage Groups
For creating a group on the dashboard, please follow the below steps:
Goto 'Co-workers and Groups': https://my.in.exotel.com/exotel/accounts
Click on 'Add Group'
Enter the name of the group and you are done! Note: Email ID is not a mandatory requirement for the group.
Additionally, to add a user to a group, you just need to drag and drop the user to the created group.
Add Co-worker to a Group
Add a co-worker or a new agent to your Exotel account first by following the process explained Manage UsersManage Users
After the co-worker or agent is a part of your Exotel account, you can also drag and drop them into any group you want them to be a part of.
Or you can also add by following the below steps
One single agent can be a part of multiple flows. So, drag and drop them to as many flows as you'd like them to be a part of.
Clicking on any group will show you all the agents who're a part of that group.
Remove Co-worker from a group
- Login to your account and head to the Co-worker's and Group Section
- Select the group you want to remove the user from.
- Click on the "-" sign next to the user as shown below
- The user will then be removed from the group.
- Alternatively, you can click on Group Edit option and uncheck the group you want to remove the user from.
The user will then be removed.
Watch a short video
Removing a co-worker from a group