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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 Admin > User Management > Groups. Admin permissions are required.

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Creating a Group

  1. Click Create Group
  2. Enter the group details:
    • Group Name — A descriptive name (e.g., “Enterprise CSMs”, “APAC Team”)
    • Description — Optional description of the group’s purpose
  3. Click Save

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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. Search for users by name or email
  4. Select the users you want to add
  5. Click Add

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Removing Members

  1. Open the group
  2. Find the member you want to remove
  3. Click the Remove button next to their name
  4. Confirm the removal

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Group List

The group list page shows all groups with:
  • Group name
  • Number of members
  • Description
  • Date created
Click on any group to view its members and manage membership.

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Using Groups

Groups can be used across Statisfy for:
FeatureHow Groups Are Used
Notification RulesSend notifications to all members of a group
ViewsShare views with a group
CampaignsTarget campaigns based on group membership
ReportsFilter reports by group
Groups are for organizing Statisfy users (your team members), not customer contacts. To segment customers, use Segments.