Adding and managing groups

 

Requires

    • Admin in Robin

 Supported Plans

      • Basic
      • Pro
      • Premier

 

Segmenting folks into groups makes it easier to find the right colleagues quickly with a more robust directory and provides a way to categorize and manage user permissions. The configuration of groups is available on all plans.

Follow the tutorial below or the steps outlined in this guide

 

How to configure groups

1
Navigate to Manage > Groups

Add_group.png

 

2
Select Create new group to add a group. Groups can be based on departments, roles, or location. Some examples: Sales Team, Senior Managers, Boston.

create-new-group.png

 

Manage groups

To edit your group, go to Manage > Groups. Check the box next to the group you'd like to edit, then select the edit icon. From here you can edit the group name and description.

edit-group-name.gif

 

To add people to a group, select the group name from the list then click Add people to add people individually, or click Import CSV to add people in bulk.

import_group.png

A few things to note about the CSV option:

  • Robin's import tool supports two columns, name & email (required). Headers are case-sensitive, so be sure to check your capitalization before uploading. Your CSV should look something like the image below.
  • Max of 150 users per CSV
  • Supports the option to provision accounts silently. Meaning we will not send a Robin invite if they don't already have an account.

csv-in-excel.png

 

Does your office use SCIM?

Customers on the Premier plan can use SCIM as another option to help with managing groups. Learn more here! 

 

To remove members from a group, check the box next to the member then select the delete icon.

REMOVE_MEMBER.png

 

Roles and permissions

Customers on Premier plans can also assign groups to custom roles with permissions.

 

Add People to a group

Add members to groups from the People page. 

  1. Navigate to Manage > People
  2. Select members you would like to add to a group
  3. Click Add to a group
  4. Select the group you would like to add the selected members to.
  5. Select Save changes

add_member_to_group.gif

 

Where to see groups

Navigate to the People tab in the dashboard or on the mobile app to search for users and view their assigned groups.

people-page-with-groups.png

 

Did this article help?