Managing Groups

4.2 Managing Groups

Groups are more flexible than departments and are often used for project teams or cross-functional collaboration. Here’s how to manage them:

1. Creating Groups:
   • Go to the Settings menu and select Groups.
   • Click the "Add Group" button.
   • Enter the group name and any additional details (e.g., purpose, description).
   • Click "Save" to create the group.
2. Assigning Users to Groups:
   • To assign users to a group:
     • Go to the group’s page.
     • Click the "Add Member" button.
     • Select the users you want to assign and click "Save".
3. Using Groups for Communication:
   • Groups are ideal for sending targeted communication to specific teams or project members.
   • When creating a post, you can select the group as the audience to ensure only relevant users see the content.

Tips for Managing Users and Organizational Structure

• Keep Departments and Groups Clear: Use descriptive names for departments and groups to avoid confusion.
• Assign Roles Carefully: Ensure users have the appropriate roles to perform their tasks without unnecessary access.
• Regularly Review Structures: Periodically review and update departments and groups to reflect organizational changes.