> For the complete documentation index, see [llms.txt](https://docs.shiftiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shiftiq.com/help/contacts/group-management.md).

# Creating and Managing Groups

Users are able to lookup specific groups that were created by going to the **Contacts** Toolkit on the Admin Home Page, and selecting **Groups** under **Counters** panel.

Groups can be looked up using different search **Criteria** like Groups Name, Group Type (Employer, List, Organisation, Role, Venue) or Group Label. The information used to create the group will determine the **Criteria** used to search for a group.

**Settings:** You can also adjust the ‘settings’ and add or modify existing filters for the search criteria section to create a **New Saved Filter** **Filter:** You can specify one filter for each search operation, but the filter itself can include multiple fields, multiple criteria **Clear:** The filters should be cleared, as your new search term maybe for something entirely different from the original search query.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.shiftiq.com/help/contacts/group-management.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
