If you frequently send files to the same group of people, setting up Contact Groups can significantly simplify the process. This guide covers how to create groups, add users to them, and remove users when necessary.
All of the following actions are performed within the Contacts section of the Settings.
Creating a Group
Click Add Group.
Enter a name for your group and, if you’re on a Business or Enterprise plan, choose whether to share the group with all users in your account.
Sharing a Group (Business and Enterprise accounts only)
You can share a private group across all users within your account, eliminating the need for each user to recreate it. To do so:
Click the three-dot menu icon next to the group’s name.
Toggle on ‘Shared with all company users’.
Deleting a Group
To remove a group you no longer need:
Click the three-dot menu icon next to the group’s name.
Select ‘Remove group’ from the dropdown menu.
Managing a Single User’s Group Assignment
To assign or update a user's group membership:
Click the Manage Contacts icon next to the contact’s entry.
Select the Group(s) you would like the contact to belong to.
Adding Multiple Users to a Group
To quickly add several users to a group:
Select the users by ticking the boxes next to their names.
Click ‘Add to groups’ at the top of the contacts table.
Choose the Group(s) where you would like the contacts to be added.
