As Account size grows, the ability to group Users together and manage those Groups becomes very important. Use the Groups page to manage these Groups, find out where they are used, or quickly add the Group to a Huddle.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
Super Admin
Account Owner
Steps to accomplish the task:
There are 2 aspects to using Groups in Sibme, creating the Group and managing the Users in the Group. Each will be discussed below.
Creating a Group
To get started, click on the People tab at the top right of the screen and then click on the Groups tab at the top of the page.
On the Group page, click on the green "+ Create Group" button. In the "New Group" modal, give the Group a name and then click "Create".
Once the Group has been named, add Users from the Account into the Group from the list of Users. Click the "Create" button to create your Group.
Once the Group has been created, it can be added to a Huddle or Goal to make it easier to manage.
Adding or Removing People from your Groups
Once the Group has been created, you can add or remove Users to the Group at any time to keep the Group updated. To add Users, go the Groups page and click the number next to your group in the "Members" Column.
This will bring up a list of Users currently in your Group. To add more Users, click the green "+ Add Members" button and select from the list of Users. Then scroll to the bottom and click "Add to Group".
To remove Users from the Group, select them from the Group member list and then click "Remove from Group"
Adding/Removing Users from a Group will automatically add/remove them to any Huddles or Goals where the Group is added. To see where the group is currently being used, click the "Locations" number from the Groups list.
This will generate a list of Huddles and Goals where the Group is added.
To add a Group to a Huddle, click on the three dots next to the Group name on the main Groups page and select "Add to Huddle".
This will bring up a list of Huddles in the Account where you can add your Group.
Groups allow you to easily manage Users who are Members of a Huddle or Owners of a Goal. Members can easily be added and removed from a Group and thus also be added or removed from a Huddle/s or Goal/s.
What’s Next?
If you’d like more information about people management, check out the following articles and videos.