Manage a Group

How to edit, delete, or manage members in a group

A Group is a custom group of employees that can be used to organize the organization. After a group has been created, admins can edit or delete the group at any point in time. 

Note: Only admins can create and manage groups. Learn how to create a group in Create a Group Goal.

This article covers the following topics:

• Edit a group
• Delete a group
• Manage members

Edit a group

1. Navigate to Admin > People > Groups. 
2.  Click on the ellipsis (...) next to the desired group and select Edit group. 
3. Edit the name or description of the group and select Save. 

Delete a group

1. Navigate to Admin > People > Groups. 
2. Click on the ellipsis (...) next to the desired group and select Delete group. 
3. A confirmation modal will appear –– Select Delete group.

Manage members

Within the Lattice platform

1. Navigate to Admin > People > Groups. 
2. Select the desired group's name. 
3. Complete one of the following actions:

To remove an individual from a group

1. Search for the individual using the search bar.
2. Click Remove next to their name. 

To remove all employees from a group

1. Select Edit group to open the participant selector.
2. Find and uncheck employees. 
3. Click Save.

To add new employees to a group

1. Select Edit group to open the participant selector.
2. Search, filter, or individually select employees. 
3. Click Save. 

Within a CSV

You can add or remove employees from a group using an employee CSV upload via the LatticeGroups column header. New groups can also be created with the column.

Admins can bulk-create new groups and manually assign users to groups through the employees CSV upload. To bulk upload or assign employees to groups, download the employees CSV and add comma-separated new or existing group names to relevant employees. Reupload.