Assign users to their own groups in Staffbase Email to enable collaboration options.
Every user belongs to the Default group unless they are moved into a more specific group. They can only belong to one group at a time.
With Shared Views enabled, all members of a group can access the tracked emails sent by other members as well as access other members' Email Designer drafts and templates. To grant access more selectively, you can share individual drafts or template folders instead.
Managers are able to sign in as other Managers and Base Users who belong to their group to see exactly what they see in the web app, and they are also able to update some profile settings for their group members.
Creating, Editing, or Deleting a Group
Creating a Group
- On the Team page, click Create New Group.
- Type in a new group name and click the checkmark to save it.
You now have the option to edit the group name or delete the group from this page.
When a new Staffbase Email user group is created, the group will not automatically have access to any existing distribution lists in the web app unless you choose to share lists with them.
Editing or Deleting a Group
- On the Team page, click the name of an existing group.
- Click the edit icon to change the group's name, or click the delete icon.
If you choose to delete a group, you are prompted to select a different group to move its members into.
If they do not need to be in any specific existing groups, choose the Default group.
Moving a User into a Group
Every user belongs to the Default group unless they are moved into a more specific group. They can only belong to one group at a time.
- On the Team page, click the three dots next to a user and click Edit User.
- Select a new Group that you want to move the user into.
- Click Save & Update.
You have removed the user from their previous group and added them to the one you selected.
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