---
title: "Groups"
slug: "groups"
updated: 2026-07-20T19:03:45Z
published: 2026-07-20T19:03:45Z
canonical: "help.idibilling.com/groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Groups

Groups let you combine several users into a single entity for the purpose of assigning certain tasks such as managing follow-ups and approving inventory transfers (wireless only). Assigning a task to a group rather than an individual user gives you better coverage to ensure the task is completed in a timely manner. For example, when a follow-up is assigned to a group, anyone in that group can take ownership.

Users are grouped by Basic and Manager level.

- Basic users are only allowed to view or modify items that are assigned to them or the user group they may belong to. They can only see their user name and/or groups they belong to in the “Assigned To” field in Customer Management.
- A Manager, however, has fewer restrictions and can view and modify all items assigned to any user or user groups. A Manager must belong to a profile whose permissions include the Manager rights. Currently these are Customer Management collections, follow-ups, and trouble tickets.

To add new groups and manage existing groups, access the **Groups** node in the Admin Console:

1. Click the ![PlusSign](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/22132.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A42Z&se=2026-11-14T11%3A57%3A42Z&sr=c&sp=r&sig=UV4K3oxvNKMz7zs2ydXwhOT%2FNPDPXbnwTsP9psBo09A%3D) next to **Security.**
2. Double-click the **Groups** node. This displays the Groups window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19243.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A42Z&se=2026-11-14T11%3A57%3A42Z&sr=c&sp=r&sig=UV4K3oxvNKMz7zs2ydXwhOT%2FNPDPXbnwTsP9psBo09A%3D)

From this window you can:

[Add a new group](/v1/docs/adding-a-group)

[Delete a group](/v1/docs/deleting-a-group)

[View users in a selected group](/v1/docs/viewing-users-within-a-group)