Users and Groups (Distribution Lists)
User Groups in Commnia are designed to speed up Commnia’s core functions and communicate with a collection of contacts all at once if need be.
Three default groups are created by default when you create a new project.
These are:
You also have the ability to create Custom Groups to streamline your communications.
These can set to:
- Public: Example of Public Groups: Site Team, Design Team, etc.
- Private: Only paying company has access to this group. Example of Private Groups: Pre-qualified Tender List
Access Users and Groups in Commnia
1. Click on the Main Menu
2. Click on Contacts
Create a New User Group
Click on New Group
1. Name your Group
2. Assign the Privacy: Public where all group members can see each other/ Your Company meaning only internal users who belong to the same company as the creator can see the group
3. What Job/Project the Group belongs to.
4. Description field
5. Once finalised click on Save
Add User to Group
Now that the group has been created let's add a user to the group.
Select the newly created group, click on Add users to group
Search for the user, select them and click on Add selected users
Exporting the user Group to Excel and PDF
Select your group and click on the export icons.
1. Export to Excel
2. Export as PDF
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