Create a group
Create groups for diffrent teams or business units.
Groups help you organise your team members and control access to specific envelopes in your account. They're perfect for organisations with different departments or teams, allowing you to set unique branding and easily manage envelope access.
To create a group, click Settings on the left hand menu and go to Groups.
Click Create on the upper right. Enter your group's name and business name, and click Create.
🚨 Please ensure to fill out all details in the group you will be creating. If the business name or any branding in the group is left blank, it will inherit the organisation settings.
Note: Business name appears in envelopes sent from the group, while the group's name is for internal use only. The business name is optional, and if left blank - it will adopt the organisation default. You can choose to use the same name for both fields.
If you have sending domains set up in your account, you can also assign a specific sending domain to the group.
