# 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 find, edit and delete existing groups, as well as add new groups. ![Group Tab](/files/847bGEUW4RWXzSyNh4Aj) **Component Explanation:**
FeatureDescription
Easy to add a logo to your group. Click the '+Logo' button to insert the logo into your group.
Total line of business on the group
Total team member on the group.
Click this icon to assign the form to your group.
Click this icon to assign your group to the related LOB.
Click this icon to view the list of your team member in the group.
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.

If you check this feature, all users in the group cannot see your customer's contact number.
For example, when the Product group activates this feature, their customer contact numbers become hidden as shown below.

While the ROOT group does not activate this feature, they can still view the customer's contact number.

Click this icon to edit the group name.
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.
This icon indicates that the group is possible to delete it.
### How to Create New Group This section contains instructions on how to add new groups. This group will later be associated with the user when creating and editing user data. All of these actions are restricted to users with **Administrator** privileges. In the upper right corner, click the **'+New Group'** button. Type the name of the group to be created and click the **'save'** button ( ). Then, the new group will be displayed on the group tab on the user management page, as shown below. ![Add New Group](/files/nvHPlVcoge5TKGH8DqhZ) ### How to Edit Group Name Sometimes, you might need to edit a group name. It might be because another division or group has replaced or changed the group in your division or company. Select a group from the list on the group page, click the '**Edit'** button. Update group name as needed and then click the '**save'** button ( ). After clicking the save button, the name of the group will change according to the keywords entered. ![Edit Group Name](/files/FCi3FxJX4HHCmQny4kWV) ### How to Assign Form in Group You can attach the form in chat or add a customer case to the ticket. To be able to do that, you need to assign forms to each group. If the form isn’t assigned to the group, you won’t be able to see the form in the customer case feature or the list of forms when you will attach the form to the customer’s message. On the group management page, select a group and click the **‘Form‘** icon. Then, you will see a pop-up to assign the form. Select form on the **Available Form** by clicking the **'plus'** button, so the form that has been added will appear in the **Group Form** column, as shown images below. ![Assign Form](/files/IgBJnejNSH9Snw0RPINY) ### How to Assign Group to LOB In the 3Dolphins application, you must configure channel access for each group. To do this, you will need to assign your group to the relevant LOB. If the group is not assigned to the LOB, then the group can only access channels that are unspecific LOB (accessible to all LOBs). On the group page, select a group and click the **'LOB'** icon. Then, you will see a pop-up to assign the LOB. Select LOB on the **Available Line of Business** by clicking the **'plus'** button, so the LOB that has been added will appear in the **Group Line of Business** column, as shown images below. ![Assign Group to LOB](/files/1jhdUxJhBTxRLkA10wXg) ### How to View Team Member Group On the group page, you can see the number of team members of each group and see who the users are assigned to the group. To see a list of team members, select a group and click the **'Team'** icon, as shown below. ![Team Member List](/files/OPA47XXGCqv5R6xtwbCa) ### How to Remove Group Groups allow system administrators to apply certain permissions or access to groups of users. It is sometimes necessary to remove a group from a system when it is no longer needed. Before a group can be removed, any users assigned to the group should be reassigned to another group. Because if the group you want to remove still has team members, the group will be locked and you will do not allow to remove the group. On the group management page, select the group and click the **'Delete'** icon. Then, you will be prompted to confirm the delete request, click **'Yes'** to remove the group or you can click **'No'** to return to the group’s page. ![Remove Group](/files/LSkwJu1sfQcUPXnIW7AO) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.3dolphins.ai/administration/user-management/group.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.