Table of Contents
Updating Group Info / Group Members
What are Groups?
Groups helps carriers organize their teams in Hi Marley to enable more advanced filtering in the Inbox tab and in Marley Insights.
Creating a Group
Groups are created and managed by Admins. To create a Group, go the the Manage tab > click Groups > and click Add group.
Start by naming the Group you are creating. You can also add a description to help provide additional context to teammates who may be reviewing the groups.
You can add operators individually from the available list or bulk import from a .csv file. Click + import existing users to upload your .csv file. All you need is a file with the user emails. Hi Marley will automatically add them to the Group as long as they have account associated with their email in your .csv file.
While selecting members of the group, you can designate someone as the Group Lead by selecting the '☆' icon.
Note: A user cannot be a member and a lead of the same group.
After you create a group, the Group Management tab is updated with a new row of group overview and member information. These information panes can be edited by enabling Edit Mode.
Your new Group and any further Groups you create will be visible in the "All" Tab under Chats. Click the filter by button to filter to the desired Group to view their Cases.
Subgroups
You can also add any other group as a subgroup to help you more easily build out your organization's hierarchy. When a subgroup is added all members of the subgroup and its subgroups, including Group Leads, will be considered members of the group you are creating. Duplicates are filtered so that the member count accurately reflects unique users in the group.
To help further explain how subgroups work let's consider the below visual. We have a user, let's call her Judy, who is added as a member of the Pennsylvania Branch group. The Pennsylvania Branch group is then added as a subgroup of the Northeast Region group. The Northeast Region group is then added as a subgroup of the Claims Management group. Given our use of subgroups Judy is considered a member of all three groups (Pennsylvania Branch, Northeast Region, and Claims Management). If Judy was removed from the Pennsylvania Branch group she would no longer be a member of the Northeast Region or Claims Management group.
Updating Group Information & Members
Bulk Updating Groups
To learn how to update groups in bulk via csv, click here!
Individually Updating Group Information & Members
Admins can update the groups associated with a User from the Manage tab. To do so, navigate to the Manage tab, scroll in the table to the Groups column, and select or deselect the necessary groups.
After the initial set up of Groups, Admins within Hi Marley can edit the name / members of the group at any time.
To update the name or description of a group, select 'Edit Group'.
If you want to edit the members of a group, click on the Modify Group button and select any new members / leads that you want to add to the group. Alternatively, you can click on the X button against the members if you want to remove members from the group.