TLDR: To create a group, open Organisation Settings, select Groups, choose Create new group, complete the fields, and confirm. Settings include the group name, notification recipients, group email, and members.
Groups are created from the Groups tab in organisation settings.
Creating a group
- Organisation admins can navigate to Organisation Settings from the right-hand side navigation menu on the Thirdfort platform.
- Select the Groups tab from the tabs at the top of the page.
- Select Create new group.
- Complete the fields in the pop-up window and select "Create new group".
Group settings
| Field | What it does |
| Group name | The name for this group. |
| Notifications |
Choose how notifications are sent: Group email: sends all notifications to a shared inbox (for example, a compliance or onboarding team). Members: sends notifications to each group member's individual inbox. Group email and Members: sends notifications to both the shared inbox and each member's individual inbox. |
| Group email | The email address group notifications are sent to. Only required if you've selected Group email, or Group email and Members. |
| Add members to group | Use the search bar to add as many individuals to the group as required |
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller.