Group - Side Panel

Selecting a group name from Group Management opens the Groups Side Panel, giving the Workspace Administrator and Community Administrator a single place to review a group's core details and manage its members, permissions, and assignment settings.

Role Permissions

1. Workspace Administrator: Views and edits group details, adds members, edits group permission and visibility settings, and deletes groups created at the Workspace level.
2. Community Administrator: Views and edits group details, adds members, edits group permission and visibility settings, deletes groups created at the Community level, and unassigns Workspace groups from the community.

Group Details

The Groups Side Panel displays the group icon, group name, number of members, and group creation date at the top.

The group name can be edited by selecting the Pencil icon next to it, entering the new name, and selecting the Save changes button.



At the Community level, a Workspace or Community label appears on the Groups Side Panel to indicate whether the group was created at the Workspace level or the Community level.

Add Members

Selecting Add Members opens a pop-up modal for assigning participants to the group, using either of two methods:

1. Import Members from Groups: The Workspace Administrator or Community Administrator assigns all members from another group into this group.
2. Add Member: The Workspace Administrator or Community Administrator adds individual members into the group.

Delete Group

To delete a group, the Workspace Administrator or Community Administrator enters DELETE in the confirmation field and selects the Delete button.

Unassign

Selecting Unassign disassociates a Workspace group from a community in Community Group Management. The Community Administrator enters UNASSIGN in the confirmation field and selects the Unassign button.

About Tab

The About Tab allows the Workspace Administrator or Community Administrator to edit the following group details:

1. Group Description: Describes the purpose of the group, entered in the Description box.
2. Group Permission: Two switches control participation when the group is in use:
   1. Allow Group to submit Ideas: Determines whether members assigned to the group are permitted or restricted from submitting ideas.
   2. Allow Group to submit Comments: Determines whether members assigned to the group are permitted or restricted from submitting comments.

     3. Group Visibility: A Hide this Group from Leaderboard switch. Enabling it makes               the group private and excludes it from leaderboards in any community where the             group is in use.

Member Tab

The Member Tab lists the members added to the group, along with the assignment method used to add each one.

1. Sort By Criteria: Members can be sorted by assignment method, including Manual, Email Domain, Profile Criteria, All New Members, and SSO Members.
2. Remove Members: Removes a member from the group.
3. Search Members: Searches for members using their email address or part of their display name.

Assign Method

The Workspace Administrator or Community Administrator changes or enables additional assignment methods for the group from the Assignment Method section.

Help article on Group Assignment methods

Used In

• Workspace level: Lists the communities where the group is being used.
• Community level: Lists the private campaigns where the group is being used.

Exceptions

1. Add Members at the Community Level for a Workspace Group: The Add Members button is not available on the Groups Side Panel at the Community level for a Workspace group.
2. Delete Group with Active Associations: The Delete Group option remains unavailable until the Workspace Administrator or Community Administrator unassigns all associated communities (Workspace level) or campaigns (Community level).
3. Delete Group at the Community Level for a Workspace Group: The Delete Group option is not available at the Community level for a Workspace group.
4. Unassign Availability: The Unassign option is available only at the Community level for a Workspace group, and only when the group has no associated campaigns.
5. Removing Auto-Assigned Members: Only members added using Manual assignment can be removed from the Member Tab. A member added through an auto-assignment method cannot be removed unless that assignment method is removed from the group.

Frequently Asked Questions

Can a group be deleted while it is still associated with a community or campaign?

No. The Workspace Administrator or Community Administrator must unassign any associated communities (at the Workspace level) or campaigns (at the Community level) before the Delete Group option becomes available.

Why is the Add Members button not selectable for a group?

The Add Members button is only selectable when the group's assignment method permits Manual assignment. If the assignment method does not permit Manual assignment, the button remains unavailable.

Can a Workspace group be unassigned from a community while it still has associated campaigns?

No. The Community Administrator must remove all associated campaigns from a Workspace group before it can be unassigned from the community.

Can a member added through an auto-assignment method be removed from the Member Tab?

Not directly. That auto-assignment method must first be removed from the group; only members added using Manual assignment can be removed directly from the Member Tab.

What does the Hide this Group from Leaderboard switch do?

Enabling the Hide this Group from Leaderboard switch under Group Visibility makes the group private and excludes it from leaderboards in any community where the group is in use.

Related Articles

• Help Article for Group Creation