Create and manage contact groups

Organize your stakeholders into groups for easier communication and management.

How groups help

Streamlined messaging: Use groups to send communications to multiple stakeholders at once through the Communications tab.

Document sharing: Share documents with entire groups instead of selecting individual contacts.

Better organization: Keep related stakeholders together (like investors, employees, or board members).

Create a new group

1. Click Company in the main menu

2. Select Groups & Board from the dropdown

3. Click Groups in the top menu

4. Click New Group

5. Enter a group name and click Add

6. Click Manage users on your new group

7. Search for contacts in the Add Users field

8. Select contacts from the search results and click Add

9. Click Close when finished

Duplicate an existing group

Use this to create a new group based on an existing one:

1. Click the three dots on the group you want to duplicate

2. Select Duplicate from the dropdown

3. Enter a name for the new group and click Duplicate

4. Click Manage users to add or remove contacts

5. Add new contacts by searching and clicking Add, or remove contacts by clicking the trash icon

Note: You cannot edit Cake's automatically generated groups - duplicate them first, then make changes. Platform-created groups show "View users" while your custom groups show "Manage users".

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