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What is a classified group? How can I manage a classified group?
What is a classified group? How can I manage a classified group?

The information can be separated from the users within the group according to the decision of the group manager

Erez Moshe avatar
Written by Erez Moshe
Updated over 2 weeks ago

When creating a group, you will be asked to set its access level. If you choose a closed group, there are three permission levels available.

This article focuses on classified groups.

In a classified group, even a system administrator (admin) who is a member will only see information based on their assigned permission level. If marked as a classified user, they will only have access to items they shared or that are linked to them.

You can read a full explanation on how to open a group here.

In a classified group, there are two types of users:

  1. Unclassified member – Can view and edit all posts in the group.

  2. Classified member – Can only see posts they are explicitly added to as an editor.

When adding users to the group, you can set the permission level for each user individually, as shown in the image below.

A classified group is perfect for managing processes that require limited visibility:

  1. Customer Inquiries – Admin sees all inquiries; members see only their assigned ones.

  2. Service Calls – Manage calls with controlled access.

  3. Leads – Sales reps see only their leads; managers see all.

  4. Work Teams – Managers assign tasks down the hierarchy; employees see only their own tasks.

This setup helps keep information organized and visible only to the right people.

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