Add & delete Groups/Teams
Who can do this:
- Anyone with the Structure (editable) permission
Setting up Groups and Teams first, before onboarding users, allows you to assign them to one at the same time you add them. If you've already onboarded users, you can still add Groups, including Teams.
How do I get started setting up Groups?
Consider aligning your Groups and Teams with your company's organizational structure. Learn more at Segmentation & visibility.
Add a new Group where none exists.
To add a new Group:
1. Go to Admin ➤ Structure & Settings and next to Groups, click Add.
- The Settings page opens.
2. Enter the following details:
- Group name: The name is displayed near top of the homescreen, right next to Welcome.
- Join code: This is an access code for users joining the Group.
- Population:This is the number of people who belong to the Group, regardless of whether they have signed up yet.
Why should I enter a population number?
This is useful when performing analytics, so you can calculate the percentage of the total who signed up for your app.
3. Optionally, in the Design section, add a unique layout or set the colors & branding.
- If this section is unfilled, the Group automatically inherits the same layout and design as the organization.
4. Click Save.
All changes are applied to that Group.
Teams are sub-groups that can be added within a Group.
To add a Team:
1. Go to Admin ➤ Structure & Settings.
2. In the list of Groups, select the Group you want to create a Team for.
- Any Teams you've already created are displayed.
3. Next to Teams, click Add.
- The Settings page opens.
4. Enter the following details:
- Team name: The name is displayed near top of the homescreen, right next to Welcome.
- Join code: This is an access code for users joining the Team.
- Population: This is the number of people who belong to the Group, regardless of whether they have signed up yet.
5. Optionally, add a unique layout and change the colors & branding.
6. Click Save.
All changes are applied to that Team.
Permanently delete a Group or Team you no longer have use for.
What happens to users of a deleted Group?
If you delete a Group, its users will be unassigned and they will no longer see content that had been assigned to that Group.
To delete a Group:
1. Go to Admin ➤ Structure & Settings.
2. Select the Group you want to delete. If deleting a Team, first select the Group, and then the Team.
- This opens the Settings page for that Group or Team.
3. In the right corner, click Delete.
- A dialog prompts you to confirm the change.
4. If you're sure, select Delete.
