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Create Groups, manage group, and add members

Create groups, assign members and permissions, and use group inboxes in Claimlane.

Written by Support team

Step-by-step guide

  1. Open Settings Click the Settings icon in the bottom-left corner of the screen.
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  2. Understand What Groups Represent
    Groups can represent different segments of your organization, such as:
    - Region (EU)
    - Department (Warehouse)
    - Return Handling (Responsibility)
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    For example, a Warehouse Manager might be part of a group that can view tickets but not edit them.
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  3. Add a New Group In the top-right corner of the Groups page, click Add Group to create a new one.
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  4. Create Groups and Link Members
    After creating your groups, go to the Members section. From there, open the sub-menu Member Role Groups.
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  5. Assign Members to Groups In this section, you can link users to the groups you created earlier. This defines how the system identifies who belongs to each group, like a members list for each team.
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  6. Define Permissions Next, set up what each group can do. Here you decide which actions are allowed — for example, viewing, editing, or managing tickets.
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  7. Use Groups in Your Inbox Go to your Ticket Inbox, and you’ll find a Default Group dropdown. This allows you to switch between inboxes for different groups - making it easy to manage tickets by team or region.
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