> For the complete documentation index, see [llms.txt](https://claimlane-docs.gitbook.io/claimlane-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://claimlane-docs.gitbook.io/claimlane-docs/troubleshooting-and-faqs/how-to-create-groups-manage-them-and-add-members-to-groups.md).

# How to Create Groups, Manage Them, and Add Members to Groups

Learn how to create and manage groups in Claimlane to organize your team by region, department, or responsibility. Groups help control access, visibility, and permissions across your tickets.

**Step-by-step guide**

1. **Open Settings**\
   Click the **Settings**  icon in the bottom-left corner of the screen.

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930280/622bff8ce38b5bc6b7197f4da6fd/image-png-Apr-12-2024-10-44-00-1528-AM.png?expires=1759142700\&signature=268ff69c5906e261a028c1a487948cb76efcd7a06fb376e4edc24bbd69eebd31\&req=dSMjH8B9nYNXWfMW1HO4zQgtGdn0%2B3llS9SWon3m36RYhT74s8SIQVUbnbPi%0AAB4N%0A)

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2. **Understand What Groups Represent**\
   Groups can represent different segments of your organization, such as:

   * Region (EU)
   * *Department (Warehouse)*
   * Return Handling (Responsibility)

   For example, a *Warehouse Manager* might be part of a group that can **view** tickets but not **edit** them.

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930284/7f58d11d212db4ce328ce3924fb2/image-png-Apr-12-2024-08-16-33-3145-AM.png?expires=1759142700\&signature=3e5876c3d1b0e52febbf4d1cb9ec73daaddbf6b54221b480a06dca9d795f8755\&req=dSMjH8B9nYNXXfMW1HO4zSJM%2Fv%2F02rbv%2Fz%2BVlhb3kdgjdnwF7gZJ%2BkGtRUp9%0A5GKR%0A)

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3. **Add a New Group**\
   In the top-right corner of the Groups page, click **Add Group** to create a new one.

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930287/cc83d0fd6d6d551675cdb714f78a/image-png-Apr-12-2024-08-17-26-8997-AM.png?expires=1759142700\&signature=6615d60b9a5f65fdf8880caee75a6d0338029ab44d504884b2690eac4c1bc2a2\&req=dSMjH8B9nYNXXvMW1HO4zZDLvJozIM%2Bm3AduGyHqouQYD6oMBAl%2ByB8ucBGK%0AkM%2Bv%0A)

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4. **Create Groups and Link Members**\
   After creating your groups, go to the **Members** section.\
   From there, open the sub-menu **Member Role Groups**.

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930283/4665fbdebafb059fdacfeb616b2f/image-png-Apr-12-2024-03-19-00-9685-PM.png?expires=1759142700\&signature=f5ee75e694dde40f2c9ef54a1d047e21601de7f9b056d573cd207db5c808c165\&req=dSMjH8B9nYNXWvMW1HO4zTIgyBHwM%2FveMzzNMjgN8NZUpZTyX1IwYifYtcU8%0Ancoi%0A)

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5. **Assign Members to Groups**\
   In this section, you can link users to the groups you created earlier.\
   This defines how the system identifies who belongs to each group, like a members list for each team.

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930282/50c318a89160edcfc2137872b1c7/image-png-Apr-12-2024-03-27-34-7491-PM.png?expires=1759142700\&signature=efdb8204e2966ee4b7281a1afe033dbc1306f059b91205cb2384bd8bbba3acbf\&req=dSMjH8B9nYNXW%2FMW1HO4zXRasQz0JoCNxLwIP6StbjnVuY5q67pj%2BQe9OzdK%0ACSuO%0A)

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6. **Define Permissions**\
   Next, set up what each group can do.\
   Here you decide which actions are allowed — for example, viewing, editing, or managing tickets.

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930277/a96e7bf3df3c5da6422de429d403/image-png-Apr-12-2024-03-31-46-4130-PM.png?expires=1759142700\&signature=de790d7b07ec85eba2a0b2fec7ffffd04bb08b2db80c14d2f35f47a269136ae2\&req=dSMjH8B9nYNYXvMW1HO4zZbFxF9ajcpeN6EMRY%2FnRNNO4WYWvsxs10sQnQmj%0A6XaP%0A)

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7. **Use Groups in Your Inbox**\
   Go to your **Ticket Inbox**, and you’ll find a **Default Group** dropdown.\
   This allows you to switch between inboxes for different groups — making it easy to manage tickets by team or region.

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930279/84d64ac331d9988def7eb79a7d6c/image-png-Apr-12-2024-03-05-59-9482-PM.png?expires=1759142700\&signature=3bff30cb017ec0f5ba26496e130e4025789222e8f689aa44e88d3b913d56f56e\&req=dSMjH8B9nYNYUPMW1HO4zV6LJcL1DYlt21ceRvgP%2FaFHjMBT2wYcrxF5OHwH%0AJjyJ%0A)

![](https://downloads.intercomcdn.com/i/o/tbixbicd/1349930278/f9e35c6dab75f495b5963b9506f3/image-png-Apr-12-2024-03-06-27-0109-PM.png?expires=1759142700\&signature=28104346944a22a1e1b6957bb18f13121d63edfa983b3138c8fe8c00d51c467f\&req=dSMjH8B9nYNYUfMW1HO4zRosRY2bSJQnD3hAbsVnnVJEs0nSfcTUUNYSDyTb%0AoKr1%0A)