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 the + icon next to the Contact groups header.
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 and select 'Edit group'.
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:
In All contacts screen, click the three dot icon next to the contact’s entry.
Click Edit contact and select the Group(s) you would like the contact to belong to.