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Groups let you organize your Statisfy users into teams. Use groups to assign work, share views, and target notifications to specific team members.

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Accessing Groups

Navigate to Settings and open the Team tab, then select Groups. Admin permissions are required. Groups list under Settings > Team > Groups, with the Create New Group button

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Creating a Group

  1. Click Create New Group
  2. In the Create New Group dialog, enter the group details:
    • Group Name — A descriptive name (e.g., “Enterprise CSMs”, “APAC Team”). This field is required.
    • Members — Optionally add members now by searching for people in the Select people… picker. You can also add members later.
  3. Click Save
Create New Group dialog with Group Name and Members fields

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Adding Members to a Group

  1. Open the group by clicking its name in the group list
  2. Click Add Members
  3. In the Add Members dialog, search for users by name or email under Select Members
  4. Select the users you want to add
  5. Click Add
Group detail page showing members and the Add Members button Add Members dialog with the Select Members picker

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Removing Members

  1. Open the group
  2. Find the member you want to remove
  3. Click the trash icon at the end of their row
  4. In the Remove Member? dialog, click Remove to confirm (or Cancel to keep them)
Remove Member confirmation dialog with Cancel and Remove buttons

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Renaming a Group

On the group’s detail page, click the pencil icon next to the group name, edit the name inline, and press Enter to save.

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Group List

The group list page shows all groups with:
  • Group Name
  • No. of Members
  • Creator
  • Created On
Click on any group to view its members and manage membership.

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Using Groups

Groups can be used across Statisfy for:
Groups are for organizing Statisfy users (your team members), not customer contacts. To segment customers, use Segments.