Organizing Users Into Groups

What Are Groups?

Groups are used by Super Admins to manage users into specific categories to be used elsewhere in the platform. For example, you want to launch a Conversation cycle, but you only want to include team members that were hired in the last (3) months AND you want to exclude users who are not in North America. You can create a Group containing new hires in North America.

Groups cannot be assigned to objectives or key results, so are mostly used by Super Admins to make other aspects of administering the Betterworks platform simpler. Departments and Teams are other ways users are organized, see Using Departments, Groups or Teams.

  1. Navigate to Admin → User Management → Groups
  2. Click "Create"
  3. Type a name for the group and use the "Include" and/or "Exclude" parameters to create your Group
    • You can also search for individuals and add them manually using the "Additional Members" tab.
  4. Click "Save" 

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You can then use this Group of users as participants in a Conversation template (Step 2 on the Conversation creation page):

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Groups are also used when giving HR Admins their scope:

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