> For the complete documentation index, see [llms.txt](https://docs.3dolphins.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.3dolphins.ai/administration/user-management/group.md).

# Group

Groups are very useful if you have multiple departments handling different cases. Different groups can distinguish between each purpose, e.g., **Clinical Physiologist** and **Pediatrician**. Simply assign a user to a group, and control each group's access. They can significantly shorten case resolution time and reduce transfers between agents in different departments.

This section describes how to manage a group. Users can be members of groups, and groups determine user access privileges to control the user can interact with the system. To view and manage the user's group, select **Administration** menu > **User Management** > **Group**. On this page, you can view, edit, and delete existing groups, add new groups, and configure tags for each group.

<figure><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FhaTNKxw4ve2NQtDMNBhL%2FScreenshot_23-7-2026_105526_venom.3dolphins.ai.jpeg?alt=media&amp;token=033656f0-483c-4e90-91c8-00be21de95ce" alt=""><figcaption><p>Group Tab</p></figcaption></figure>

**Component Explanation:**

<table><thead><tr><th width="289.5">Feature</th><th>Description</th></tr></thead><tbody><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MSaV74xmuBF8Rg6A09s%2F-MSaZWqty95R60_fX7jK%2FLogo.png?alt=media&amp;token=c3f14daa-1273-42f7-83f4-bbcf73fe479a" alt="" data-size="line"> </td><td>Easy to add a logo to your group. Click the '<strong>+Logo'</strong> button to insert the logo into your group.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FpkVLwZEjj1pKytv5xBj9%2FNumber%20of%20LOB.png?alt=media&amp;token=5507697c-bdd6-424b-a010-54801d69598d" alt="" data-size="line"></td><td>Total line of business on the group</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MSaV74xmuBF8Rg6A09s%2F-MSaaisUdQiDK7XkEnMK%2FNember%20of%20Member.png?alt=media&amp;token=331a35dd-a1d4-4912-ac6b-f3c73809c7b6" alt="" data-size="line"></td><td>Total team member on the group.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MSaV74xmuBF8Rg6A09s%2F-MSab6fnlGs3MFiDPZwp%2FForm.png?alt=media&amp;token=de95220d-2f71-4399-868b-4a6187992300" alt="" data-size="line"></td><td>Click this icon to assign the form to your group.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FZwoRiYiwbtm6i35UZPlX%2FLOB.png?alt=media&amp;token=34bb242a-4186-4dfb-8b11-8e66c99e8ac3" alt="" data-size="original"></td><td>Click this icon to assign your group to the related LOB.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MSaV74xmuBF8Rg6A09s%2F-MSabJVkboiknmSBsUfm%2FTeam.png?alt=media&amp;token=ecf4f2fe-7cda-42e2-8d8e-5875e620ef34" alt="" data-size="line"></td><td>Click this icon to view the list of your team member in the group.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FieyOi3xw2DcpxnvITMXh%2Fimage.png?alt=media&amp;token=960af13c-f813-4d65-bc04-d3537ac36550" alt="" data-size="original"></td><td>Used to configure tags within a group. For more information on tag configuration, please refer to <a href="/administration/user-management/group/tag-configuration-mapping.md">this</a> page.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MSaV74xmuBF8Rg6A09s%2F-MSabVrG8E4UK4y7MTTu%2FPublic.png?alt=media&amp;token=464706a0-4d7b-4e11-8a3a-ee250227e83d" alt="" data-size="line"></td><td>If you tick a group as public, users or third parties can view and download the documentation using the API (Application Programming Protocol). Through this API, third parties can access the team list from a department or group.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2F0Kat3fJiAREzQj7SkwMM%2FMasking%20WA.png?alt=media&amp;token=af05368c-0e25-4f9e-ba7f-19e0356c3bda" alt="" data-size="line"></td><td><p>If you check this feature, all users in the group cannot see your customer's contact number. <br>For example, when the <strong>Product</strong> group activates this feature, their customer contact numbers become hidden as shown below.</p><p><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2FP304KLGTCMWQsEhDVB9F%2Fmasking%20phone%20ON.png?alt=media&amp;token=599f2298-8ea9-4a9a-bf74-8930846283de" alt=""></p><p>While the <strong>ROOT</strong> group does not activate this feature, they can still view the customer's contact number.<br><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYDAnLjpg2T8z2BplJOS%2Fuploads%2F6D0hkWmbXcYmJ8DC43Vh%2Fimage.png?alt=media&amp;token=90230c4f-e11f-42c5-8d1a-f26958a6a8be" alt=""></p></td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MSaV74xmuBF8Rg6A09s%2F-MSacGHrxa69ZdFC_qmQ%2Fedit.png?alt=media&amp;token=e5891ca1-551a-4f91-a010-cc115c546fe1" alt=""></td><td>Click this icon to edit the group name.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MSaV74xmuBF8Rg6A09s%2F-MSackdM1g5JcXKori4p%2FLocked.png?alt=media&amp;token=063cb9da-dfe5-41b3-b9c1-45921f2f1b79" alt=""></td><td>This icon indicates that the group is locked and that it is not possible to delete it. The reason is, the group still has team members.</td></tr><tr><td><img src="https://765826444-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MNQidQwa-0K9_KnQpoc%2F-MWhHMi_ubdBclPX5IXH%2F-MWhLESE2RnJ3zUbBCob%2FDelete.png?alt=media&amp;token=96023e10-5773-4806-af23-445c03c7dd68" alt=""></td><td>This icon indicates that the group is possible to delete it.</td></tr></tbody></table>
