Adding and managing groups

This feature is in early preview beta


  • Admin in Robin

Segmenting folks into groups makes it easier to find the right colleagues quickly.

How to configure groups

Navigate to Manage > Groups



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



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.



To add members to a group, select the group name from the list then click Add members



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



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



Where to see groups

Navigate to the People tab to search for users and view their assigned groups. 



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