Series: Set up groups

Add group members


Add people as group members individually, or create a rule that adds a group of people at once and automates changes in group membership. For more information, see Group membership rules

Add members individually 

Note: When you add someone individually, changes to membership rules do not affect their membership.
  1. Click Admin.
  2. Under Directory, click Groups.
  3. Click the name of the group that you want to edit.
  1. On the Membership tab, click Edit.
  2.  Click the Individuals tab.
  3. In the Add Person box, begin typing the name of the person and click it when it appears.
  4. Click Save.

Add members with a rule by keyword

Use a membership rule by keyword to include or exclude people with a certain tag on their profile page.

For example:  Your organization wants to create a group for everyone who has the latest company safety certification, the ASC. You can create a rule with one keyword to include everyone with an ASC tag in the Certifications section of their profiles.
  1. Click Admin.
  2. Under Directory, click Groups.
  3. Click the name of the group that you want to edit.
  1. On the Membership tab, click Edit.
  2. To define a rule that includes people, click the Inclusions tab.
    Alternatively, to define a rule that excludes people, click the Exclusions tab.
  3. In the Add Keyword box, begin typing the term.
  4. Click the keyword when it appears.
  5. Click Save.

Add members with a rule by relationship 

Use a membership rule by relationship to include or exclude people who have a connection to the same person in the reporting structure.

For example:  Tanya is head of the Technical Publications department. Tanya wants a group chat room to discuss developments on the new product line, which includes most people in her department. However, Tim and his team, who report to Tanya, work on a different product line. Tanya needs a group with everyone who reports to her except Tim and his people. Tanya can accomplish her task with two relationship rules:
  • Include Tanya, her direct reports, and her distant reports
  • Exclude Tim, his direct reports, and his distant reports

  1. Click Admin.
  2. Under Directory, click Groups.
  3. Click the name of the group that you want to edit.
  1. On the Membership tab, click Edit.
  2. To define a rule that includes people, click the Inclusions tab.
  3. Alternatively, to define a rule that excludes people, click Exclusions tab.
  4. In the Add Person box, begin typing the name of the person to be the base of the relationship rule.
  5. Click the name when it appears.
  6. Click the buttons that define the relationship:
    • Superiors: Everyone up the chain from the person’s manager
    • Manager: Who the person reports directly to
    • Self: The person who is the base of the rule
    • Peers: Anyone who also reports directly to the person’s manager
    • Direct Reports: Everyone who reports directly to the person
    • Distant Reports: Everyone down the chain from the person’s direct reports
  7. Click Save.


Set privacy rules for a group :Previous Suggested Article Next Suggested Article: Add and remove group owners