Teammate groups

Teammate groups allow you to create centralized lists of users that can used in rules, manage inbox access, or manage shared contacts access. Many rules and inboxes reference a list of teammates, for example, notifying everyone in a particular time zone, or granting inbox or contact access to a specific group of teammates. 

Keeping these lists accurate and up to date can be tedious and error-prone as you create new rules/inboxes or as teammates come and go. Teammate groups make the process cleaner and quicker.

You need to be a company admin to create or edit teammate groups.

Step 1

Click the gear icon on the top right of Front and into the Company settings tab.

Step 2

Click Teammate groups in the left menu.

Step 3

Click Add teammate group, or click an existing group you want to edit.

Step 4

In the Members tab, fill out the fields:

• Name: The name of the group.

• Description (optional): A description of the group.

• Teammate group members: Select the list of teammates that will be part of this group.

Step 5 (optional)

Set up any optional inbox and contact access permissions for this teammate group.

• In the Workspaces and shared inboxes tab, select the workspaces and inboxes this teammate group should have access to. See this article for more details.

• In the Contacts permissions tab, select the level of access this teammate group should have for your company's contacts. See this section below for more details.

Step 6

Click Create when finished. Click Save if you’re editing an existing one.

Group members can be added in bulk via CSV import. Many employee directories, such as Microsoft Entra ID, Okta, and Google Workspace, allow you to export users/user groups to CSV, which can be used to populate your teammate groups in Front.

Column headings and naming conventions are critical for a successful import. The file must only contain one column described below:

You can download a template file with this format by clicking Download CSV Template in your teammate group.

Example CSV file:

• You can upload up to 1000 rows in a single upload.

• If the email does not correspond to an existing user, then they will be skipped. The remaining users will still be imported successfully.

• Pending teammates (those who have been invited to Front, but have not yet logged in) can be imported to the teammate group.

• If the teammate is already a member of the teammate group, then they will be skipped without error. The remaining users will still be imported successfully.

Step 1

In your teammate group, click Import CSV.

Step 2

Click Choose file and select your file. You can also drag and drop your file from your computer into this section.

Step 3

Click Import CSV.

Step 4

Click Create when finished. Click Save if you’re editing an existing one.

Front can integrate with Identity Providers (IdPs), such as Microsoft Entra ID and Okta, to automatically provision user access. These integrations can also be used to push groups from the Identity Provider to Front, and automatically sync group membership. See this article to learn more about integrating with an Identity Provider.

You cannot edit the name or membership of a teammate group that is managed by an Identity Provider. You can see if a teammate group is IdP managed, by clicking on the teammate group and checking for a banner at the top of the page.

Teammate groups can be used as part of a rule in any place where it is possible to select multiple teammates. For example, this includes the rule triggers, conditions, actions:

• Assignee changes

• Assignee is

• Assign to teammates (using round-robin or load balancing)

You can select multiple teammate groups, or a combination of teammate groups and individual teammates.

See this article to learn more about granting inbox access to teammates in teammate groups.

Use the Contacts permissions tab in teammate groups to manage access to shared contacts based on group membership.

• Once enabled, teammates can only browse shared contacts if they belong to a group that was granted access.

• Teammates can always see contacts when browsing conversations they have access to.

• Company admins can always see all contacts.

Step 1

Click the gear icon on the top right of Front and into the Company settings tab.

Step 2

Click Teammate groups in the left menu, then select the teammate group you want to edit.

Step 3

Select the Contacts permissions tab, then click Enable contacts permissions.

Step 4

A pop-up will appear. Click Enable permissions to confirm.

Step 5

Select the level of access your teammate group should have:

• All shared contacts: Group members can browse and edit all shared contacts.

• Restrict to contact lists: Group members can't access the Contact Manager in the top toolbar, but will receive recipient suggestions in the composer from the selected contact lists. They can see contact information in the Contact Details plugin, but can't edit any contact/account fields.

• No access: Group members can't access the Contact Manager in the top toolbar, and can't see shared contacts when adding recipients to the composer. They can't see contact information in the Contact Details plugin, and can't edit any contact/account fields.

Step 6

Click Save to finish. If you have multiple teammate groups, navigate to the Contacts permissions tab to repeat Step 5 for each group.

Any teammate can select teammate groups in personal, shared, or company rules after the groups have been created by a company admin.

This feature is available on all plans.