Who this is for: System administrators. Requires 'Group Setup' permission.
Overview:
This guide explains how to create a new group type (e.g., Departments, Locations) to organise users for bulk actions, reporting, or filtering.
How Group Types Work:
Group types categorise users (e.g., by team or location). Creating a new type lets you define its rules, like whether membership is mandatory or if users can belong to multiple groups within it.
How to Set Up a New Group Type:
- Navigate to Admin Tools > Admin Panel > System > Group Types.
- Click +Add Group type at the top.
- Enter the Name for the new group type (e.g., "Departments"), note that this cannot be edited after creation.
- Optional: Set a Priority (0 = appears first in lists).
- Choose settings:
- Required on profiles: Forces users to be assigned a group before other edits.
- Allow multiple groups: Lets users belong to >1 group within this type.
- Click Save at the top of the page.
Additional Information:
- Key terms:
- Group Type: A category for groups (e.g., "Locations").
- Group: A subset within a type (e.g., "London" under "Locations").
- Permissions: Requires 'Group Setup' access.
- Tip: Use Priority 0 for frequently used group types.
- Reminder: After creation, add groups to this type using the Adding a new Group guide.
- Search tip: Use the platform’s search bar to quickly find "Group Setup" or other features.