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Create an Automated Group

A Group is a custom group of employees defined by your organization and is another way to organize your org. After a group has been create...

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Written by Adam Kroboth

A Group is a custom group of employees defined by your organization and is another way to organize your org. After a group has been created, admins have the ability to edit or delete the group at any point in time.

Admins can create groups to make them automated or static:

  • Automated groups: Automatically adjust based on the set of filters chosen

  • Static groups: Do not automatically adjust and members must be edited manually

Create an automated group

  1. Navigate to Admin > Settings > People > Groups.

  2. Select Create group.

  3. Add a name and description for the group > Select Next.

  4. Under Member Criteria, select the desired filters that users must meet to be included in the group.

  5. Check the Selected Users.

  6. Select Save.

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