Create groups (non-admins)


Prerequisites
  • General > Group Creation permission
  • Directory > Group > Add permission

Note:  This procedure is for non-admin personnel with permission to create groups. For personnel with admin roles, see Set up groups (admins).

Use groups to associate users who have common traits, like a skill, a manager, or a project. You can create any number of groups, and you can add any number of people to each group. See About groups for more information.


  1. From the top menu bar, click Directory.
  2. Click My Organization.
  3. Select the Add New icon, and then select Group.Add new group
  4. In the New Group window, complete the following information and click Create.

    In this field… Do this…
    Name Type the name as it will appear in profiles and search results.
    Description Select one of the following:
    • Official — The group is work-related (people on the same project team, people with the same skill).
    • Social — The group is not work-related (people who play ping pong, people participating in the same charity event).
    Group visibility Select one of the following:
    • Public — Grant full public access. Everyone in the organization can find this group using search, monitor this group’s chat room, and contribute to conversations. Only admins or group owners can add or remove members from groups. An admin or group owner cannot remove a participant who monitors a public chat group.
    • Members-only — Restrict access to owners and members of this group.
    • Owners-only — Restrict access to the creator and designated owners of this group.
  5. See the following sections to add members:
    • Add members individually who are not affected by membership rules. For example: Even though a rule excludes everyone on Kevin’s team, still include Larry (who reports to Kevin).
    • Add members with a rule by keyword to include or exclude people with certain profile data. For example: Include people with Title = Project Manager or Skill = Salesforce CRM.
    • Add members with a rule by relationship to include or exclude people who are connected to the same person in the reporting structure. For example: Include Sarah and her Direct Reports.

  1. From the Group profile page, select Edit.Group profile edit
  2. To edit the name, description, and group links: 
    1. On the menu, select Edit General Information.Edit the group details
    2. In the General window, edit the following properties and click Confirm.
      In this field… Do this…
      Name Rename the group.
      Description Type a description of the group to appear on the group profile pane.
      Links Click Add to link the group profile page to related material.
      Include Owners Select to show group owners in the membership list.
  3. To edit the group profile picture:
    1. On the menu, click Edit Profile Picture.
    2. On the Upload Picture dialog, click New Picture and browse or take a picture for the group.
    3. Click and drag the handles around the image to crop the picture and click Upload image.
    4. Click Done.
  4. To configure who can see this group:
    1. On the menu, click Edit Privacy Rules.
    2. On the Privacy dialog, edit the following properties and click Confirm.
      In this field… Do this…
      Group Visibility Select one of the following:
      • Public — Grant full public access. Everyone in the organization can find this group using search, monitor this group’s chat room, and contribute to conversations.
      • Members-only — Restrict access to owners and members of this group.
      • Owners-only — Restrict access to the creator and designated owners of this group.
      Membership Rules Visible? Select if group membership rules should be public.

When you add someone individually, their membership is not affected by changes in membership rules. See About membership rules for more.

  1. In the Membership pane, click Edit.Click Edit membership
    Note:  The Edit link is only available if you are a group owner or if you have a role with admin privileges in PureCloud.
  2. Click the Individuals tab. Click the Individuals tab
  3. Begin typing the name to search and click the name when it appears.Add an individual
  4. Click Save.


Use a membership rule by keyword to include or exclude people with a certain tag on their profile page. Group owners cannot be added by membership rule. 

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. In the Membership pane, click Edit.Click Edit membership
    Note:  The Edit link is only available if you are a group owner or if you have a role with admin privileges in PureCloud.
  2. Click one of the following tabs.

    1. Inclusions to create a rule that adds members
    2. Exclusions to create a rule that removes members Create inclusion or exclusion rules
  3. In the Add Keyword field, begin typing the name of the keyword and select it from the menu when it appears.Select a keyword for membership rule

    You can remove a membership rule by keyword at any time by clicking the “X” at the right.Remove keyword from membership rule

  4. Click Save.


Use a membership rule by relationship to include or exclude people who are connected to the same person in the reporting structure. The person who is the base of a membership rule must have an active account in PureCloud. 

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. In the Membership pane, click Edit.Click Edit membership
    Note:  The Edit link is only available if you are a group owner or if you have a role with admin privileges in PureCloud.
  2. Click one of the following tabs.

    1. Inclusions to create a rule that adds members
    2. Exclusions to create a rule that removes members Create inclusion or exclusion rules
  3. In the Add Person field, begin typing the name of the person and select from the menu when they appear.Select a person for membership rule
  4. Select people by their 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
  5. Click Save.

    You can remove a membership rule by keyword at any time by clicking the “X” at the right.Remove membership rule based on a person


Give someone full editing rights for the group by adding them as an owner in the Owners tab. You can also remove yourself as an owner if you finished setting up a group for someone else.

From the Membership pane, click Edit. Click the Owners tab.

  • Add an ownerIn the Add Person field, begin typing the name of the person and select from the menu when they appear.
  • Remove an owner: Click Delete to the right of the user.Remove-an-owner

Note: After you remove yourself as an owner, you no longer have editing rights for that group unless you have a role with group admin permissions in PureCloud.


For non-admins, only the Owner of a Group can delete a group. Here’s how to delete a group.

  1. From the menu bar, click Directory.Menu Bar Directory
  2. From the Directory list, click Groups.Directory Groups
  3. From the Group profile pane, above the Group name, click Edit
    Edit the group details
  4. From the Edit menu, click Delete Group.
  5. On the confirmation dialog, click Delete.