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, their membership is not affected by changes in membership rules.  
  1. On the Group page, click Edit.
    AddIndividual
  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:  An organization wants to create a group for everyone who has the latest company safety certification, the ASC. This can be done with one keyword rule to include everyone with an ASC tag in the Certifications section of their profiles.
  1. On the Group page, click Edit.
  2. To define a rule that includes people, click Inclusions
  3. To define a rule that excludes people, click Exclusions.
  4. In the Add Keyword box, begin typing the term.
  5. Click the keyword when it appears.
  6. Click Save.

Add members with a rule by relationship 

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

For example:  Tanya is head of the Technical Publications department and wants a group chat room for discussing 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 completely different product line. Tanya needs a group with everyone who reports to her except Tim and his people. This can be done with two relationship rules:
  • Include Tanya, her direct reports, and her distant reports
  • Exclude Tim, his direct reports, and his distant reports

  1. On the Group page, click Edit.
  2. To define a rule that includes people, click Inclusions.
  3. To define a rule that excludes people, click Exclusions.
  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

    Relationship rule - Superiors

    Manager — Who the person reports to directly

    Relationship rule - Manager

    Self — Person who is the base of the rule

    Relationship rule - Self

    Peers — Anyone who also reports directly to the person’s manager

    Relationship rule - Peers

    Direct Reports — Everyone who reports directly to the person

    Relationship rule - Direct Reports

    Distant Reports — Everyone down the chain from the person’s direct reports

    Relationship rule - Distant Reports
  7. Click Save.


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