Groups

Overview

Groups are organizational units within your Sanas account that let you structure users by team, location, function, or any hierarchy that fits your needs. Think of them as folders—each group holds users and configurations, operates independently, and can inherit settings from parent groups to simplify management.

How groups work

Groups follow a hierarchical structure with your Account at the top. Groups can contain subgroups, and subgroups can contain their own subgroups to an unlimited depth.

Key principles:

• Each group inherits settings from its parent unless explicitly overridden.

• Admins assigned at the account level can access all groups; admins assigned to a specific group can only access that group and its subgroups.

The Group Tree in the Portal's left navigation panel provides a visual representation of this hierarchy. Click any group to view its settings, or expand and collapse to navigate.

Group types

a. Default Group

Every Sanas account includes a system-generated Default Group. When auto-activation is enabled, users are automatically added to this group upon their first sign-in. You can also use it as a regular top-level group, with two exceptions: you cannot create subgroups within it or delete/rename it.

b. Custom Groups

Custom groups are ones you create based on your organizational needs. Common structures include organizing by department, location, function, project, or a hybrid approach. There's no limit to the number of groups you can create.

Group IDs

Each group receives an auto-generated unique 8-character alphanumeric identifier (e.g., A1B2C3D4) when created. Group IDs are used for bulk importing users. Users are added to the specified Group IDs and receive that group's configurations upon sign-in.

To find a Group ID, select the group in the Group Tree and navigate to Groups & Users > Groups.

Structuring your Groups

Organize groups in a hierarchy that matches your operations. Here's a common pattern for multi-location teams:

Account
  └─ Call Center Operations
      └─ Philippines
      └─ India
      └─ Mexico

Apply standard settings at the parent level ("Call Center Operations"), then customize at each location. This structure also simplifies reporting.

Other common approaches include organizing by product team, department, or a hybrid of function and geography—choose what reflects how your organization actually operates.

Creating Groups

To create or update groups, admins need the Groups: Full Access permission. Account Admins and Group Admins have these by default; custom roles require explicit assignment.

For step-by-step instructions, see the Manage Groups guide.

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