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Setting up and using Groups in Klaus
Setting up and using Groups in Klaus
Dajana avatar
Written by Dajana
Updated over a week ago

Role: Admin, Account Manager, (Workspace) Manager, Lead

How to set up Groups?

If you need to group users based on your organizational structure, language or skill sets, you can do it under the Users & Workspaces settings.

Only Admins, Account Managers, (Workspace) Managers and Leads are able to manage or create Groups.

There you can:

  • Create new groups

  • Add or remove members (across Workspaces)

  • Modify, rename, archive and delete groups

  • Set user as a group lead (currently, this has no additional functionality just yet nor is it available for SCIM users)

Please also note that all group names need to be unique.

Hide SCIM user groups from Klaus

If you’re managing your Klaus users through a SCIM connection, you can determine whether the group is visible across Klaus or there only for managing Workspace permissions. Click on the ‘Only manage workspace permissions’ checkbox to hide the group.

How to use Groups in your Dashboard filters

Use Groups to understand how your teams compare against each other or the organization as a whole.

The filtering logic starts from the Workspace filter, meaning that when specific workspaces have been selected, you will see only Groups related to the users from these workspaces.

Groups are available on the:

  • Overview dashboard

  • CSAT dashboard

  • Categories dashboard

  • Disputes dashboard

Groups in your Conversation list filters

Use groups in your Conversations list filter to find more insightful conversations to review.

Group selection is available in the following filter categories:

  • Conversation Groups

  • Assignee

  • Public participant

  • Participant

  • Reviewee

  • Reviewed by

Selecting a group will find users from that group and finds conversations where one of these users has been an assignee, reviewee, or participant.

All Groups will be displayed in the users drop-down together with the pre-defined groups created by Klaus (e.g. Logged in person, Workspace members) and the overall user list.

Additionally, Klaus’ groups are dynamic – when users are removed or added to the group, the filter results are updated automatically.

More about filtering conversations here.

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