Group Management allows Firm Administrators to perform group maintenance in a single location. Located in Firm Settings, this capability enables Firm Administrators to:
- View all groups within InterAction+ AI
- Create, edit, and rename groups
- Assign an email address to groups
- Set groups to active or inactive
- Add and remove users, individually or in bulk, to and from groups
- Manage access permissions for group members
- Configure Opportunity visibility rules for group members
On this page
To Create a Group:
- Click on the Firm Settings tab.
- Under Firm Settings, select Group Management. The Group Management screen will be displayed. Any groups that have already been created will be displayed in a list.
- Click Create New Group on the Group Management screen.
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Enter the Name and Email Address of the new Group and click Next.
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Click the add icon
next to the User name to add them to the Group. You can also use the Search function to search for users by last name.
- Click Save.
To Edit a Group:
- Click on the Firm Settings tab.
- Under Firm Settings, select Group Management. The Group Management screen will be displayed. Any groups that have already been created will be displayed in a list.
- Click on the pencil icon
next to the user name to open the Update Group window.
- From the Update Group window, you can change the group Name and Email Address. You can also click on the Active checkbox to set the group to non-active.
- Select the Access Permissions. Users granted Manage List Templates permissions can perform the following actions:
List Download
Manage List Templates - During list creation, relevant templates automatically appear based on the selected list class, such as Working lists or Marketing lists.
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Matters (Detail Level Information)
All Matters or My Matters Only
Financials (Summary Level Information)
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Opportunities: Users with the Administrator role have full access to Opportunities, regardless of group settings.
All Opportunities or My Opportunities
- Click Save.
To Add or Remove Users from a Group:
- Click on the Firm Settings tab.
- Under Firm Settings, select Group Management. The Group Management screen will be displayed. Any groups that have already been created will be displayed in a list.
- Click on the Group name to open the new window.
- To remove a user: Click on the check box next to the user's name and click the Remove User button. A confirmation window will be displayed. Click Yes in the confirmation window to remove selected Contacts from the category or click No to cancel the action.
- To add a user: Use the search bar underneath the Group name and search for the user(s) by last name. Click Add User when you are done.
Manage Opportunity Visibility Rules
Use Opportunity visibility rules to control what members of a group can see in Opportunities. Administrators configure these rules in Firm Settings > Group Management. The feature brief describes a group-level model that helps firms balance collaboration and confidentiality.
Depending on the visibility rule assigned to the group, users can have one of the following levels of access:
- View All — Users can see all Opportunities except those marked Confidential
- My Opportunities Only — Users can see only Opportunities where they are part of the Opportunity team
When an Opportunity is marked Confidential, it is visible only to:
- the Opportunity Owner
- Other Team Members
- CRM Administrators
CRM Administrators can see all Opportunities, including those marked Confidential. The feature brief also notes that existing groups are granted View All by default upon release unless an administrator changes the setting.
Opportunity visibility rules apply across supported areas of the product, including search, records, the Opportunity grid, exports, dashboards, charts, and chart drilldown. The feature brief also confirms enforcement in the Opportunities page, dashboards, search, and related-object views.
If a user is acting on behalf of another user, the proxy user sees the Opportunities that are visible to that user.
For detailed information, see:
Related Applications
Opportunity visibility rules are shared across supported InterAction+ AI applications. The access rules are the same, but the navigation and screen layout may differ. For application-specific information, see the related Answer Center articles for IA365, and the Mobile App.