User Group

A User Group in CRM is a collection of users grouped together under a shared label, enabling administrators to apply sharing rules, notification routing, queue membership, or permission configurations to the entire group as a single action rather than managing each user individually. User groups simplify administration at scale: when a new record sharing rule needs to apply to all members of the APAC sales team, applying it to the 'APAC Sales' user group is more efficient and less error-prone than assigning it to each of the fifty individual users. Groups also simplify the management of queue-based assignment: support tickets routed to the 'Enterprise Support Queue' are visible to all members of the assigned group.