Groups

Groups are comprised of accounts with certain shared characteristics, such as a role or location, but not necessarily your employer. As an administrator, groups allow you to quickly select multiple accounts when adding people to an organization or notification or exporting account details.

To search for, message, create, delete, or review and update groups, you must be the group owner, Client Admin, or have shared access to the group with permissions within an organization that correspond to the default Publisher role.

You can create groups within or across organizations, including the following types of groups:

Group Types and descriptions
Group Type	Description
Standard	Group members are selected for the group individually.
Filter-based	Group members are selected based on a set of defined criteria. Any time accounts are added that match the criteria, they are added to the group. If, at any time, these accounts no longer match the criteria, they are removed from the group. For more information, refer to the Populate a Filter-based Group page.

After you create a group, you can set its sharing permissions. By default groups are set to Private (only myself).

Permission Types and descriptions
Permission Type	Description
Private (only myself)	Only you and Client Admins can access this group.
Any Administrator	Any type of administrator, whether organization or client admin, can access this group.
Administrators of specific Organizations	Only Organization Admins for specific organizations that you specify can access this group.