Are you tired of selecting each participant in Meetings, Feedback, or Reviews? Us too! That's why we created the ability to create and manage user groups. Plus, you will have the ability to filter by departments and use departments as a way to add participants in different functions in Leadr.
Follow along below to see how user groups can be used and leveraged to build highly relational teams.
Admins
Admins can create, edit and delete user groups from the Groups section of the Admin > People page.
Create Groups
From within the Admin Dashboard, navigate to Groups
Next, select Create New Group
Start by creating a title for the Group *Note, the title is mandatory, but the description is optional
Then, begin to add users to the Group by selecting each participant from the people picker
When you have selected the appropriate participants, select Save Group
Modify Groups
From within Groups, locate the correct Group to modify
Next, select the people button under Total Members
Then begin to make the modifications, including adding or removing participants, updating the group title and description, or deleting the entire group
Select Save Group to update participants, title, or description
Select Cancel to back out of the modifications
Select Delete to remove the group entirely *Note this cannot be undone
Invited User
Select People from within the Admin Dashboard
Next select Invite Person
Enter in Name, Email, and other user details
Lastly, select the user's Group
Reviews
Admins can now also filter by user Groups when creating a review cycle.
From within a draft review cycle, select Continue
Next, select People and +Add
With the people picker open, begin to filter by Groups or Department
Add as many Groups, Departments, and Users as needed
Publish Review
Update Users and Filter Capabilities for Admins
Admins can also add/remove individual users from Groups within the Three Vertical Dots to each User's right. Admins can also filter by Department or Account Type within the Admin dashboard under People. Plus, Department and Account Type will reflect the number of users within each assigned field. Note that when filtering for Admins, Leadr Coach is included in the number of Admins listed.
Three Vertical Dots
Filter by Department or Account Type
All Users
Users can also benefit from using Groups by filtering for specific Groups within some areas of Leadr.
Team Meetings
From within the people picker (while scheduling or updating a meeting), select the Filter button to Filter by Department and/or Groups
Collaborative Goals
From within +Start a Goal or a Draft Goal, select Sharing
Next, scroll to Add People
Select the Filter button to Filter by Department and/or Groups
Add and Assign Action Items to each Collaborator
Then, save to publish or draft to continue later
Feedback
From within the individual tab, begin by selecting Request Feedback
Next, enter in necessary details, then navigate to Respondents
Select the Filter button to Filter by Department and/or Groups
Double-check your draft Feedback, then select the green Send button
People Tab
All users can now filter by admins, departments, or user groups. However, users can only filter by one option. For example, within Departments, you can select Customer Success, but not all Departments.
Profile Cards
All user groups a person is a part of are listed on their baseball card. A drawer will open by clicking on the user group's name that shows the group details and other members.
Participant Limit
Lastly, We have removed the limit on how many users you can add to the following:
Feedback
Reviews (only admins)
Goals (only when adding collaborators)
Team Meetings
You have now successfully learned everything there is to know about User Groups! However, if you have any additional questions, concerns, or comments, please reach out via the blue chat bubble or suuport@leadr.com.