What you’ll need:
Any Kommo plan (Base, Advanced, Pro, Enterprise, or a 14-day trial)
Administrator (Admin) access in Kommo
Users already added to your workspace
Keep in mind:
Group access depends on the permission settings applied separately
Changes to groups affect visibility when Team-wide access is enabled
User groups help you structure your team (for example, Sales or Marketing) and apply team-wide access rules for pipelines and leads.
Create user groups
Use group settings to create and manage team structures:
Go to Settings → User management.
Click the three dots in the upper-right corner → select Group settings.
Create, rename, or delete groups as needed. Click Save.
Assign users to a group
Once groups are created, you can assign users to them at any time:
In User management, select one or more users using the checkboxes. Click Change group.
Choose a group from the dropdown. Click Save.
Tip: When adding a new user, you can assign them to a group right away from the same page.
Verify group assignment
Confirm that users were added to the correct group and access is applied properly:
Users will appear under the selected group
Their access follows group-level rules when Team-wide access is enabled in permissions