Manage a Group

How to edit, delete, or manage members in a 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 created, admins have the ability to edit or delete the group at any point in time. 

Before you start

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

This article covers the following topics:

• Edit a group
• Delete a group
• Manage members
• Dynamic vs. Static group

Edit a group

Step 1: Navigate to Admin > People > Groups. 

Step 2: Click on the ellipsis (...) next to the desired group and select Edit group. 

Step 3: Edit the name or description of the group and select Save. 

Delete a group

Note: Deleting a group will convert the goals that belong to that group to be individual goals.

Step 1: Navigate to Admin > People > Groups. 

Step 2: Click on the ellipsis (...) next to the desired group and select Delete group. 

Step 3: A confirmation modal will appear –– Select Delete group.

Manage members

Within the Lattice platform

Step 1: Navigate to Admin > People > Groups. 

Step 2: Select the desired group's name. 

Step 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 Manage members to open the participant selector.
2. Click Remove all > Done. 

To add new employees to a group

1. Select Manage members to open the participant selector.
2. Search, filter, or individually select employees. 
3. Select Add employees > Done. 

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.

Note: This does not allow to use filters to automatically add or remove employees from groups.

Dynamic vs. Static group

Admins can adjust groups to make them dynamic or static. 

• Dynamic groups: Automatically adjust based on the set of filters chosen
• Static groups: Do not automatically adjust and members must be edited manually

Dynamic group

1. Within your group, select Manage members. 
2. To have the group automatically update group members based on the filters chosen, select Dynamic Membership > Yes, change group type.
3. Select the desired filter.
4. Select Save.

Static group

1. Within your group, select Manage members. 
2. Filter, search, or individually select employees to add to a group. 
3. Select Add employees > Save.