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.

 

 

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

 

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