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

manage_to_groups_tab.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 members to a group, select the group name from the list then click Add members.

add-group-members.png

 

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

remove-group-member.png

 

Roles and permissions

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

 

Add members to a group

Add members to groups from the Members page. 

  1. Navigate to Manage > Members
  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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