Create a Group

Create a Group

Groups represent a set of Microsoft 365 Users that can be targeted as part of a call flow. These are the same Groups that are used elsewhere in the Microsoft platform.

To create a new Group, navigate to the Groups page using the left hand side menu item. Select Create Group at the top. This will show a modal window that requires a name and the initial set of users in your group.



Groups created via the portal are always Microsoft 365 Groups. Multiple users can be selected, use the drop down to select the users one by one.

Once the Group is created it's possible to edit the name and amend the group users by clicking the Settings Cog button on the end of the Group row.

    • Related Articles

    • Quick Start Guide

      This guide covers the recommended process order for getting started as a new customer on Call Manager. Step 1. Accept the invitation to the portal You should receive an invitation to join the Call Manager portal for your company. The email will ...

    • Setup A Tenant for Call Manager

      Step 1: Global Administrator Accepts Portal Invite The email address configured at Service creation time will receive an invitation to the service. This will be branded as per the Partner's brand. The user should click the Accept Invitation link and ...

    • Edit Existing Wizard Call Flows

      Once a call flow has been created with the wizard the UI allows future updates to take place using the same call handling wizard and schedule wizard. Navigate to the Wizard Call Flows on the left side menu. You'll then see a list of your existing ...

    • Call Flow Setup Wizard Overview

      Call Manager provides an interactive wizard to make setting up a phone number in Teams a quick and easy process. The wizard is accessible from the left side menu under 'Setup Wizard'. The four steps: Pre-Flight Checks Numbers Office Hours Call ...

    • What's new in Call Manager

      October 2025 Improved Tenant Overview The dashboard tenant overview stats now includes a more accurate set of used/available counts for licenses and users. Read more about these figures on our Dashboard Overview page. Blocked Number Support Call ...