Skip to content
  • There are no suggestions because the search field is empty.

Creating groups in People Development

Groups are vital to many aspects of the People Development platform and getting this structure right is extremely valuable in allowing reports, resources and permissions to be filtered by or restricted to.

ℹ️ We create an All Staff Category and under the create a Group called Teaching and a Group called Support Staff. These groups will be empty and you will be able to add the relevant staff to each.

 

1. Before creating a Group, you must first create a Category that the group will sit within:

  • Click into your Admin area via the top navigation.
  • Select Users & Groups from the left-hand navigation menu.
  • Select Manage Groups from the top right corner.
  • Click on the Create Group Category button.
  • Type the name for the Category i.e. Departments and press Save.
  • The Category will now appear within the list.
  • You can edit the name of the category by clicking on Edit.

2. Once the Category has been created, you can then create the Groups that sit within it:

  • Click on the Category name.
  • Click on New Group link under the category name.
  • Give the Group a name.
  • If the group should be restricted to certain colleagues, for confidentiality or administrative purposes, you can make it private by ticking the Private checkbox.  
  • You can set the tab visibility that members of the group can see. Note that making changes here will override any tab visibility set at the organisation level. If necessary, untick any options that you do not wish members of this group to view.
  • Click Save.
  • Tick to select the users you wish to add to the group. This selection will auto save. Untick anyone you wish to remove from the group.
  • Click on the Back to groups index link in the top right corner of the screen. You will see the new group added beneath the category.

Managing Groups

Editing your groups

  • You can edit the group by clicking on 'Edit members' to edit the users within the group, or 'Edit group' to change the name of the group.

  • To delete a group you must first delete all users within the group. To do this click on 'Edit members' and untick all members of the groups. You can then click on 'Delete' to delete the group.

Checking your Groups with the Groups Report

The Groups Report allows you to check your full group structure and identify any users who are not within a group.

  • Click on Reports form the left hand navigation.
  • Select the Groups Report.
  • Use the drop-down to choose whether you wish to view the data by group, or by user.
    • By Group:
      • You will see the Category Name: Group Name followed by a list of users within the group.
      • At the bottom of the report if there are any staff not assigned to a group there will be an Unassigned Users section populated with the relevant user names.
    • By User:
      • You will see a list of all users and the categories and groups they are assigned to.
      • If a user isn't assigned to any groups you will see 'Not assigned to any groups' under the users name.