Clients tab

Learn how to create and manage client groups in your organization to enhance collaboration among multiple teams and user accounts in Reply

Reply Team avatar
Written by Reply Team
Updated this week

The Reply platform offers a streamlined approach to managing client groups (teams) within your organization using the Clients tab. This tab is crucial for administrators to effectively organize team structures, manage permissions, and control access levels across the platform.

🌟 Key Features and Benefits:

  • Simplified Team Management: The Clients tab allows you to create, view, and manage client groups (teams).

  • Flexible User Roles and Permissions: You can assign specific roles with corresponding permissions to users within each client group, ensuring they have the necessary access to platform functionality and data relevant to their responsibilities.

  • Multiple Group Membership: Users can be part of several client groups, allowing for versatile team assignments and cross-functional collaboration.

  • Customizable Client Groups: Tailor client groups to meet the unique needs of different teams within your organization by setting distinct roles and permissions.

To learn more about how organization, roles & permissions work in Reply, refer to this collection of articles.

Viewing Client Groups

To view client groups, click your profile icon in the upper right corner, select 'Organization Management,' and navigate to the Clients tab.

To view existing client groups and their members, expand each group.

Use the filter options to sort groups alphabetically or by creation date, or type a group name in the search box to find it quickly.

Creating Client Groups

  1. To create a new client group, click the "New client" button in the upper right corner.

  2. Enter a group name in a pop-up and click "Create".

Managing Users within Client Groups

You can manage team members on your platform: invite new users, add existing users to groups, modify roles for enhanced collaboration, and streamline client group management, all with just a few clicks.

  • Inviting New Users

Inviting new users allows you to expand your team and collaborate more effectively.

  1. To invite new users, click the "+ Invite" button next to the desired client group.

2. Enter the email address of the user you want to invite. This email will be used to send the invitation.

3. Assign a role to the user and click "Send invite." The status of invitees will appear as "Pending" until they accept.

  • Adding Existing Users

Adding existing users helps integrate current users registered on your Reply account into specific client groups seamlessly.

  1. Click the three horizontal dots next to the group and select "Add users."

2. Choose users from the list of existing team members by checking their names.

3. Assign roles to the selected users and confirm by clicking "Add."

  • Client Group Management

Managing client groups allows you to keep your organization structured and visually identifiable. If you click on the three horizontal dots next to the client group, you can perform additional actions:

  1. Click 'Rename' to change the client's name. This helps keep names up-to-date and relevant.

  2. Click 'Pick a Logo' to personalize your team's appearance by selecting a logo. This provides visual identification within the organization, making it easier to distinguish between different teams.

  • Modifying Roles and Cross-Team Collaboration

Ensuring users have appropriate roles and facilitating cross-team collaboration enhances efficiency and coordination.

Change user roles to ensure they have the appropriate permissions in each context.

Facilitate cross-team collaboration by selecting a user and clicking on 'Add to another client' to assign them to another client group.

Then, specify their new role and click "Add."

  • Removing Team Members

Easily manage team structures and access permissions by removing users when necessary.

  1. Click the three horizontal dots next to the user you want to remove.

  2. Select "Remove from the team."

  3. Enter "DELETE" in the pop-up to confirm your action.

πŸ“Œ Important Notes:

  • You can only remove team members one by one.

  • You cannot remove the team owner from a client group.

  • The Organization Owner cannot be removed from a client group or added to another team. They are automatically included in each client group by default.

Data Transfer upon Deletion

  • When a team member is deleted, all their associated data (contacts, sequences, schedules, uncompleted tasks, and templates) is transferred to the Organization Owner's account.

  • Connected email accounts and completed tasks attributed to the removed team member will also be deleted.

  • This action cannot be reverted.

Processing Time for Deletion:

Removing a user and their data may take some time, especially if they have a significant amount of data. A 'Pending' status indicates that Reply is processing your request. This process may take several days, so please be patient.

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