How to create and manage user groups?

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This help center is dedicated to the new version of our software: Sarbacane Suite. If you are a user of the previous version, Sarbacane Sunrise, you can find here the help center related to this version of the software. The update of your account to switch to Sarbacane Suite will be proposed to you shortly by our teams.

Account administrators can create user groups to more easily control the sharing of their resources (campaigns, lists, templates, forms, etc.).

To do this, go to the 'Manage users' menu in your account settings and then to the 'Groups' tab.

When you first log in, a default group contains all your users. You are free to create new groups to organize users into different groups as needed by clicking the 'Create a Group' button.

Please note that administrators and the account owner cannot be assigned to a group and have access to all resources (campaigns, lists, forms, etc.) in the account. Only users can be assigned to groups.

A user can only belong to one group. By default, they share their resources with all users in their group, as well as with the administrator(s) and the account owner.

A context menu located on each group allows you to:

  • Manage group settings via the 'Manage' button:
    • 'Users' tab: This tab allows you to add a new user, transfer members from one group to another, and manage each user's permissions.
    • 'Usage' tab: This tab allows you to set a limit for sending emails and/or SMS for a group of users.
  • Edit button to the right of the group name: This button allows you to rename the group.
  • Delete a group via the delete button: This button allows you to delete the group and transfer the data and members belonging to that group to another group.

When a group is deleted, the user accounts in the group are not deleted. Users who are members of the group must first be transferred to a new group. Users transferred to a new group will have access to resources shared with that group (campaigns, email templates, contact lists, forms, pages, blacklists). They will retain the rights that the administrator previously granted to them (sharing, campaign sending, contact export). Deleting a group is only possible if it is not the last existing group.

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