Add groups in Robin to sort the people in your organization, for example by department, team or office. Groups make it easier to find the right colleagues in the directory. You can also assign roles to a group to manage what its members can do in Robin.
Does your office use SCIM?
With Advanced Authentication & User Management, you can also manage groups with SCIM. See Get started with groups and permissions.
Create a group
Base a group on a department, a role or a location. For example: Sales Team, Senior Managers or Boston.
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Go to Manage > Groups.
Select Create new group.
Enter a Group name and a Group description.
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To make the group private, select Set group as private.
Select Save changes.
How private groups work
Only people with permission to manage groups see a private group and its members. Admins and owners have this permission. Everyone else does not see private groups in the Groups column on the Users page or in the list of groups. People in a private group can still see that they belong to it.
To make existing groups private, go to Manage > Groups, select the check box next to each group, then select Mark as private. Select Mark as private again to confirm. You can also select Set group as private when you edit a group.
Edit a group
You can change the name and description of a group.
Go to Manage > Groups.
Select the check box next to the group.
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In the bar above the list, select Edit. You see the Edit group panel. You can also open the group and select Edit at the top of its page.
Change the Group name or Group description, then select Save changes.
To delete the group, select Delete in the Edit group panel. Type the group name to confirm, then select Delete.
To delete many groups at once, select the check box next to each group, then select Delete in the bar above the list. Type DELETE to confirm, then select Yes, delete. Members keep their accounts but lose the roles they got from the groups.
If a group shows Managed by Rippling, change it and its members in Rippling.
Add people to a group
Add people one at a time, or add many people at once with a CSV file.
Go to Manage > Groups and select the group name.
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On the People tab, type a name or email in Add people… and select the person. Robin adds the person at once. To take it back, select Undo in the message that shows. To add people in bulk, select Import.
A CSV file for a group follows these rules:
- It has 2 columns: name and email. The email column is required.
- It has up to 150 people, or your plan's limit if it is lower.
For example:
name,email Jane Smith,jane.smith@example.com Sam Lee,sam.lee@example.com
If the file lists people who do not have a Robin account, Robin asks if you want to add them to your organization. Robin adds them silently and does not send an invitation, unless you select Send Robin invitation via email. To learn more about CSV files, see Bulk invite members with a CSV file.
Remove people from a group
Go to Manage > Groups and select the group name.
Select the check box next to each person you want to remove.
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In the bar above the list, select Remove, then select Yes, remove.
Give roles to a group
Every member of a group gets the roles you give the group. Admins see a Roles tab on each group's page.
Go to Manage > Groups and select the group name.
Select the Roles tab.
Type a role name in Add roles… and select the role. Robin gives the role to the group at once. To take it back, select Undo in the message that shows.
To take a role away from the group, select ✕ in the role's row. To take away many roles at once, select the check box next to each role, select Unassign role, then select Yes, unassign. Members lose those roles unless they also have them directly or through another group.
Roles and permissions
With Advanced Authentication & User Management, you can assign groups to custom roles and add permissions to those roles.