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 through the Clients tab. This feature is pivotal for administrators looking to efficiently organize team structures, delegate responsibilities, and ensure appropriate access levels across the platform.

πŸ’‘ Key Features and Benefits:

  • Simplified Team Management: The Clients tab provides a centralized space to create, view, and manage client groups (teams), enhancing the coordination of team activities and access control.

  • Flexible User Roles and Permissions: 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 the concept of an organization, and how roles & permissions work in Reply, read this article.

Create and Manage Client Groups (Teams)

To access and manage client groups in your organization, click on your profile icon at the upper right corner and select "Organization Management" from the dropdown menu. Navigate to the Clients tab to manage your client groups.

Below is the list of all actions that you can take on this tab.

Creating and Viewing Client Groups

To create a new client group, click the "New client" button, enter a group name, and select "Create".

View existing client groups and their members by expanding each group.

If you're managing multiple client groups, you can quickly find the one you need by using the filter options at the top. You can sort groups alphabetically or by when they were created. There's also a search box where you can type in the name of a specific group to find it faster.

Managing Users within Client Groups

  • Inviting New Users

Click the "+ Invite" button next to the desired client group to send email invitations.

Then, assign roles before sending; invitees will appear as "Pending" until they accept.

  • Adding Existing Users

To add users that are already registered on your Reply account to a client group, click the three horizontal dots next to the group, and select "Add users".

Then, choose your candidates from the list (which is formed automatically based on the existing team members), assign their roles, and confirm with "Add."

  • Client Group Management

If you click on the three horizontal dots in front of the client, you can also perform additional actions:

  • Click 'Rename' to change a client's name.

  • Click 'Pick a Logo' to personalize your team's appearance in the organization by selecting a logo for visual identification within the organization.

  • Modifying Roles and Cross-Team Collaboration

Change user roles, ensuring they have the appropriate roles 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 remove users from a team to maintain current team structures and access permissions. For this, click on the three horizontal dots next to a user, select "Remove from the team," and enter "DELETE" in the prompted pop-up to confirm your action.

πŸ“Œ Important: Deletion Process

  • You can delete team members only one by one.

  • You cannot delete the Organization Owner from a client group or add them to another team. They are automatically added to each client group by default.

Data Transfer upon Deletion

When you delete a team member, all associated data, such as contacts, sequences, schedules, uncompleted tasks, and templates, will be transferred to the Organization Owner's account within the same team. Connected email accounts and completed tasks attributed to the removed team member will also be deleted.

Please note that this action cannot be reverted.

Processing Time for Deletion

Removing a user and their data may require some time, especially if they have a significant amount of data. In such cases, you may see a 'Pending' status after deletion, indicating that Reply is processing your request. Please allow for patience as this process may take several days.

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