How to create a group in OpenPhone

Groups allow workspace owners and admins the ability to organize other users into departments or teams. Groups can be used to share contacts and snippets. Plus, you can mention a group in notes and threads.

Here's how to create a group:

Note: You can only add groups from the web or desktop app.

  1. Click “Settings” from the left-hand menu.

  2. Select “Groups” under the “Workspace” section.

  3. Name your new group, click into the default emoji to pick one you’d like to associate with the group, and add an optional description for the group.

    Creating a group in OpenPhone

  4. Click “Add a member” to select specific users in your workspace that you want in this group.

  5. Once you’re done adding members, hit “Save group”.

Need to add another group? A workspace owner or admin can add as many groups as they want!