How to Create a New Group in vTiger

Updated on Dec 10, 2015

This feature will allow you to assign specific operations to an entire group, instead of a single person. For example, if you have a Sales team, all new orders can be handled by any user in the Sales group.

 

To create a new group with vTiger, you need to log into your website as administrator. Navigate to the Settings icon on the top-right corner of the screen and then CRM Settings.

 

Access CRM settings in vTiger

 

Locate the Users & Access Control section and click on the Groups feature.

 

Access groups manager in vTiger

 

Click on the Add Group button to create one.

 

Add new group in vTiger

 

You will be presented with a few options that you need to edit for the new group:

 

  • Group Name - Enter a unique name for your new group.
  • Description - Enter a short description for your new group.
  • Group Members - Select the members, users, roles to have access within the group.

 

Edit group details in vTiger

 

Click on the Save button to keep the changes.

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