A user group is a collection of team members with the same custom field values. User groups help channel creators specify who can see and join public channels, and help Team Admins automate channel management. For your organization, you can create user groups like:
- Function, such as 'all team members working in Sales'
- Role, such as 'all team members that are Managers'
- Location, such as 'all team members located in Los Angeles'
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Only team admins can create user groups.
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Create a user group
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- Click on the User Groups section to expand it.
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- Click the Create User Group button.
- Add a name and description for your new user group.
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- Specify the custom fields and values that will form this group.
- For example, to create a user group of all team members in a location, you can specify the custom field for location and the expected value.
- Click Create User Group and confirm.
Edit a user group
- Go to Custom Fields in the Admin Panel.
- Click on the User Groups section to expand it.
- Click the Edit button next to an existing user group.
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- Once you’ve made changes to all the required parameters, hit Save.
Together, custom fields and user groups help team members find each other faster and jump-start conversations. Another advantage of setting up custom fields and user groups is Smart Channels, a feature that automates channel creation and simplifies team management for you.
- Team members can specify who (user groups) can see and join channels they create.
- Team Admins can create auto-join and announcement channels.
