---
title: Manage Groups
slug: business-phone-system/manage-groups
createdAt: 2025-10-11T07:58:12.612Z
---

For creating a group on the dashboard, please follow the below steps:

Goto '**Co-workers and Groups**': https\://my.in.exotel.com/exotel/accounts

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/jc_nF8kH-1V7zhNx_zrWH-20260729-045249.png?1677774328" size="48" width="469" height="798" darkWidth="469" darkHeight="798" position="center" showCaption="false"}

Click on '**Add Group**'&#x20;

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/R1GTv6g8TABEr-SXtDWM_-20260729-045249.png?1677774424)

Enter the name of the group and you are done!&#x20;
**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 Users](docId\:an9PP4nLq3DrRXQKdF2vm)&#x20;

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&#x20;

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/ZbSap8et5aoyVfyvy-Qgd-20260729-045244.png?1518416802" size="58" width="411" height="335" darkWidth="411" darkHeight="335" position="center" showCaption="false"}

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.

![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/V05ycRF2nWZniNa0Vxd1a-20260729-045248.png?1659037380)

Clicking on any group will show you all the agents who're a part of that group.

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/HRPNDBS67RJyTlbpJPf22-20260729-045244.png?1627673244" size="38" width="331" height="395" darkWidth="331" darkHeight="395" position="center" showCaption="false"}

## Remove Co-worker from a group

1. Login to your account and head to the Co-worker's and Group Section

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/E6LHpOco5wI-TbUQe51wT-20260729-045250.png?1677777631" size="36" width="469" height="798" darkWidth="469" darkHeight="798" position="center" showCaption="false"}

2. Select the group you want to remove the user from.&#x20;
3. Click on the "-" sign next to the user as shown below&#x20;

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/QUicQR7OGyqcP918J7ZB6-20260729-045245.png?1648749869" size="44" width="622" height="832" darkWidth="622" darkHeight="832" position="center" showCaption="false"}

4. &#x20;The user will then be removed from the group.&#x20;
5. Alternatively, you can click on Group Edit option and uncheck the group you want to remove the user from.

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/RPmEQXuV2J3VLQ9SgWMOn-20260729-045246.png?1648750031" size="58" width="616" height="484" darkWidth="616" darkHeight="484" position="center" showCaption="false"}

The user will then be removed.&#x20;

::Image[]{src="https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/l1fETmqqKe7FN7vaGdh4y-20260729-045247.png?1648750169" size="66" width="1244" height="120" darkWidth="1244" darkHeight="120" position="center" showCaption="false"}

## Watch a short video

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**Removing a co-worker from a group**

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:::
