You can invite members to groups, which gives members the option to join. There may be a situation in which you want to directly add members to a group, skipping the invitation process. This can be done using the Add Members function in the Group Edit Panel.
From here, you can also set up an automated rule, which adds members from your selection automatically to the group - even if they are new to the academy, or changed a role that now fits said selection.
Navigation
In the left navigation, make sure you are in the Social Workspace.
When in the Social Workspace, select Groups and then select All Groups.
Find the group you want to add members or set an automated registration rule for and select View. Then, under the group name in the banner, select Edit Group.
Note, you need to be an Admin or have the right permissions to manage groups.
Adding Members to Groups
When in the group management panel, select Add Members. On the right, you will see the options to add members. It will default to By Person, allowing to select the users you want to add to the group. Users that are already members will be grayed out and have Already Member next to their name.
Click on the plus icon to add them to your selection, then click Add to Group.
You can also add members through an advanced selection. Click on By Criteria to do so.
If you have any Organizational Templates set up, you can use those as well. Otherwise, if there are no organizational templates that fit your desired selection, select the Job and (Above) Unit you want to add to the group.
You can also combine multiple rules with a logical operator to narrow down to a more specific collection of Academy Members. When happy with the selection - you can use the numbers on the bottom of it to see who will get added - click Add to Group.
Creating Automated Rules
When in the By Criteria tab of Add Members, you will see the option Automated Registration Rule. Make your selection as usual and check off this box to make sure new academy members fitting this selection, and academy members with role changes, will be automatically added to the group.
Profile Name: Give the rule a name so that you can easily find it later on.
Exclude academy members joined before: Excludes earlier academy members. This also will exclude members joined before this date who have a role change that makes them fit the criteria.
Maybe you want a group that is all about "2025 New Hires." Setting this for 01/01/2025 will exclude everyone who was hired (joined the academy) before then. Just make sure to delete the rule on 12/31/2025 in that case!
Unregister when criteria are not met anymore: People get promotions and change roles. If your group is specific to your Customer Support team, but someone moves to QA, their role changes. This options makes sure that when they do not fit the criteria you selected, they get removed from the group. This option only affects users who got assigned through the automated rule.
Note: You cannot make an automated assignment rule if your selection uses Without Job as the job.
Fill out these options as desired, and click on Add to Group. The automated rule is now made. If you go back to the Add Members -> By Criteria tab, you can find it under Auto Rules.