> 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

**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)

***

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)

***

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)

***

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)

***

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)

***

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)

***

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)


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