When you have created a group, the next step is to add members to it. There are a few ways to do so.
How to Get There
In the left navigation, make sure you are in the Social Workspace.
When in the Social Workspace, select Groups and then select Group List. Here you will find an overview of all groups in the Academy you have joined, or are able to join.
Inviting Users to Join the Group
When you invite users to join a group they will get a notification letting them know they have been invited. They then can either accept or ignore the invitation
Find the group you want to invite members to and click on Manage. Next, go to Send Invites on the right side panel.
You can either invite specific employees (Individual invite) or a group of employees based on their job and location (Advanced invite).
Now you have the option to invite users to join the Academy either using the Individual Invite, where you select the members individually, or the Advanced Invite where you can sort them based on Job(s) and (Above) Units.
To make things easier, you can use the organizational filtering options in order to find specific individuals!
Once you have selected the users, you can scroll down and type a message if you prefer. To invite the users, click on the Invite button. The selected users will receive an email notification inviting them to join the group.
Registering Members to the Group
When you register members to a group, they will be added to the group immediately. To register members, you need the right permissions. Based on the Academy Settings and Job Permissions, the users who are able to register others to a group are:
- Admins
- Group Admins with Create Group permissions
- Group Admins with Register Members to Groups permissions (only for groups they admin)
- Managers with Register Members to Group (All Groups) permissions
You can either register specific employees (Individual registration) or a group of employees (Advanced registration).
When in the group, on the right navigation bar, select Add Members. This gives you the option to either individually add members, or to use Advanced Selection by the use of Job(s) and (Above) Units.
Don't forget to click on the Register button at the bottom of the page when finished. The users you registered to the group will receive an email notification informing them that they were added to your group.
Important note:
Under Advanced Registration you have the choice of either assigning this group to users that match the criteria just for this one time, or to set up a rule that will automatically register individuals that fit these criteria in the future. To turn this into an automated rule, check the Automated Registration Rule box, and future members with the same criteria will automatically be added. For more information: Creating Automated Registration Rules for Groups