User Groups

Members

Add, manage, and remove members from your user groups.

Members

The Members page lets you view all members of a group, add new members by email, and remove existing members. Access it from the group detail page by clicking View All Members.

Members page showing the group members table with roles and join dates

Members Table

The members table displays the following information:

ColumnDescription
MemberUser avatar, name, and email address
RoleThe member's role in the group (Owner or Member)
JoinedThe date the member was added to the group
ActionsA dropdown menu with available actions

Role Badges

RoleBadgeDescription
OwnerFilled badgeThe user who created the group. Has full management permissions
MemberOutline badgeA user who has been invited to the group. Can access shared resources

Adding Members

Only the group owner can add new members. Click the Add Member button to open the dialog.

Add Member dialog with email field and GDPR consent checkbox

To add a member:

  1. Click Add Member from the group detail page or the members page.
  2. Enter the email address of the user you want to add. The user must already have a ScaleTalk account.
  3. Check the GDPR consent checkbox to confirm you have obtained the user's consent to share group data.
  4. Click Add Member to send the invitation.
FieldRequiredDescription
Email AddressYesThe email address of an existing ScaleTalk user
GDPR ConsentYesConfirmation that the user has consented to data sharing

GDPR Requirement

You must obtain and confirm consent from the user before adding them to a group. The consent acknowledgment, timestamp, and version are recorded for compliance purposes.

What Members Can Access

Once added, a member can:

  • View all calendars shared with the group (read-only or full access depending on the sharing settings)
  • Interact with all AI agents shared with the group (based on the permissions set by the sharer)
  • View the member list of the group

Members cannot:

  • Add or remove other members (owner only)
  • Share calendars or agents with the group (any member can share, but only their own resources)
  • Delete the group (owner only)

Removing Members

Only the group owner can remove members. To remove a member:

  1. Open the actions menu (three-dot icon) on the member's row.
  2. Select Remove from Group.
  3. Confirm the removal in the dialog.

Removing a member has the following consequences:

  • The member loses access to all shared calendars in the group
  • The member loses access to all shared agents in the group
  • The removal complies with GDPR right to be forgotten
  • This action cannot be undone

Owner Protection

The group owner cannot be removed from the group. To transfer ownership, delete the group and create a new one with the desired owner.

Best Practices

Organizing Groups

  • Create groups based on teams, departments, or projects
  • Use clear, descriptive names (e.g., "Customer Support Team", "Sales Department")
  • Add descriptions to help members understand the group's purpose

Managing Access

  • Review group membership regularly to ensure only active team members have access
  • Remove members promptly when they leave the team or project
  • Use read-only calendar sharing unless members need to edit events
  • Grant agent editing permissions only to team leads or administrators

On this page