Skip to main content
Groups let you partition your organization’s agents and users into logical units—by team, department, project, or however makes sense for you. Each group can have its own administrators, capability settings, and member access controls.
Groups are an enterprise feature enabled by Abundly staff on request. Contact support@abundly.ai if you’re interested.
Agents page showing agents organized by group, with Commercial, Platform, and Training groups

When to use groups

Groups are optional and work best for organizations that need:
  • Team boundaries: Different departments working with different agents
  • Delegated administration: Let team leads manage their own agents without full admin access
  • Capability controls: Restrict certain integrations to specific teams
  • Cleaner organization: Keep the agent list manageable as you scale
For smaller teams or organizations where everyone works with the same agents, you can skip groups entirely.

How groups work

When groups are enabled, agents and users are organized into groups. Each user can belong to multiple groups with different roles in each.

User roles

Organization-level roles:
RoleAccess
AdminFull access to all groups, agents, and settings
MemberAccess based on group memberships
GuestLimited, invitation-only access
Group-level roles:
RoleAccess
AdminManage group members, invite users, configure group settings
MemberCreate and use agents within the group
GuestView-only access to group agents

Creating agents with groups

When you create a new agent, you’ll choose which group it belongs to. If you only have one option (a single group with global agents disabled), the agent is assigned automatically without showing a dropdown.
Create New Agent form showing a Group dropdown to select which group the agent belongs to

Managing groups

Organization administrators can create, rename, and delete groups from the Members page. Group administrators can manage membership and settings for their groups.
Members page showing a list of groups, with members and roles

Group capabilities

Each group can have its own capability settings that override the organization defaults. This lets you:
  • Enable integrations for a specific team that are off by default
  • Restrict certain capabilities to authorized groups only
  • Set different defaults for different teams
This is done in the Agent Management page, under the Capabilities tab.
Capabilities disabled at the organization level can’t be enabled at the group level. Group settings can only be more restrictive than organization settings, or enable capabilities that are set to “default off” at the organization level.

Global agents

Agents that don’t belong to any group are called “global agents.” Your organization can control who can create these:
  • Everyone: Any user can create global agents
  • Admins only: Only organization administrators
  • Nobody: All agents must belong to a group
Global agents appear in a separate section and are only visible to organization administrators.

FAQ

Yes. Users can belong to any number of groups and have different roles in each—for example, an admin in one group and a member in another.
No. Each agent belongs to exactly one group (or no group, if global agents are allowed).
An agent that isn’t in a group is called a “global agent.” Whether global agents are allowed depends on how your organization is configured:
  • Global agents are allowed, and anyone can create them
  • Global agents are allowed, but only organization administrators can create them
  • Global agents are not allowed—all agents must belong to a group
If groups are disabled for an organization, all agents are effectively global agents.
Agents in the group become global agents (if allowed) or need to be reassigned. Users aren’t removed from the organization—just from that group.
Groups are typically enabled for larger organizations that need team-level access controls. Contact support@abundly.ai to discuss whether groups are right for your organization. Once enabled, you can start creating groups from the Members page.

Learn more