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How to Create and Manage a Group in Knuula

You can create a new group, edit its parties and main party, or delete it entirely from the Groups tab on the Prepare Contracts dashboard.

You can create a new group, edit its parties and main party, or delete it entirely from the Groups tab on the Prepare Contracts dashboard.

Creating a Group

  1. From the dashboard, click Create in the top toolbar.
  2. Select Create Group.
  3. In the right pane, search for the parties you want to include and click Find Parties.
  4. Add the relevant parties from the search results to the group.
  5. Click the Group tab and set the group's name.
  6. Click the Main Party tab and designate one party as the main party.
  7. Click Save.

Managing an existing Group

  1. On the Groups tab, click the name of the group you want to edit.
  2. Click Manage Group in the popup.
  3. Use the three tabs to make changes:
    • Group — edit the group's name and details
    • Parties — add, remove, or edit the parties in the group (each party's email, client status, and entity type are visible)
    • Main Party — change which party is designated as the main party
  4. Click Save.

Deleting a Group

  1. On the Groups tab, click the name of the group you want to delete.
  2. Click Manage Group.
  3. Open the Main Party tab.
  4. Click Delete Group.

Deleting the group permanently removes it from Knuula for everyone in your organization, but it does not delete the parties that were part of it — those remain available for other groups and contracts.

Bulk actions on Groups

On the Groups tab, select one or more groups, then click Actions in the top toolbar to access:

  • Apply Types — apply party types to the parties in the selected groups
  • Apply Services — apply services to the selected groups
  • Bulk Edit — edit field values across multiple groups at once
  • Export Items — export the selected groups
  • Sync Party Keys — keep party keys aligned
  • Archive Parties — archive the parties in the selected groups

Please note: Deleting a group does not delete the parties inside it, but it does remove the group association from any contracts that were tied to it. If a group contract is in flight, revoke or revise it before deleting the group.