Custom Groups

Reusable, personal recipient lists for sharing — save the people you share with and pick them by name.

Custom Groups are your own reusable contact lists for sharing. Instead of picking the same people every time, save them as a named group and select it when you create a share. Find them on the Custom Groups tab in Preferences.

The Preferences Custom Groups tab with a Create a new Custom Group button and empty state — The Custom Groups tab: create and manage reusable recipient lists.

Create a new Custom Group opens a form with a Name and a list of recipients.
Recipients can be platform users, plain email addresses (for people outside the platform), and existing groups.
Each saved group can be edited or deleted from the list. When you have none, the tab shows No Custom Groups.