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

  1. From within the Admin Dashboard, navigate to Groups

  2. Next, select Create New Group

    Start by creating a title for the Group *Note, the title is mandatory, but the description is optional

  3. Then, begin to add users to the Group by selecting each participant from the people picker

  4. When you have selected the appropriate participants, select Save Group

Modify Groups

  1. From within Groups, locate the correct Group to modify

  2. Next, select the people button under Total Members

  3. Then begin to make the modifications, including adding or removing participants, updating the group title and description, or deleting the entire group

    1. Select Save Group to update participants, title, or description

    2. Select Cancel to back out of the modifications

    3. Select Delete to remove the group entirely *Note this cannot be undone

Invited User

  1. Select People from within the Admin Dashboard

  2. Next select Invite Person

  3. Enter in Name, Email, and other user details

  4. Lastly, select the user's Group

Reviews

Admins can now also filter by user Groups when creating a review cycle.

  1. From within a draft review cycle, select Continue

  2. Next, select People and +Add

  3. With the people picker open, begin to filter by Groups or Department

  4. Add as many Groups, Departments, and Users as needed

  5. 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.

  1. Three Vertical Dots

  2. 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

  1. From within the people picker (while scheduling or updating a meeting), select the Filter button to Filter by Department and/or Groups

Collaborative Goals

  1. From within +Start a Goal or a Draft Goal, select Sharing

  2. Next, scroll to Add People

  3. Select the Filter button to Filter by Department and/or Groups

  4. Add and Assign Action Items to each Collaborator

  5. Then, save to publish or draft to continue later

Feedback

  1. From within the individual tab, begin by selecting Request Feedback

  2. Next, enter in necessary details, then navigate to Respondents

  3. Select the Filter button to Filter by Department and/or Groups

  4. 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:

  1. Feedback

  2. Reviews (only admins)

  3. Goals (only when adding collaborators)

  4. 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.

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