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Status Currently Available
Categories Admin Experience
Created by Guest
Created on Mar 30, 2023

Edit Existing Groups

When employees have role changes, it would be helpful to move them into different Groups. This is different than Departments. For example, we have a Group for Supervisors. Sometimes, an employee is no longer a Supervisor, so we would want to remove them from the group.

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  • Admin
    David Ferrucho
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    Jan 21, 2025

    Thank you for sharing your idea with us! We’re thrilled to let you know that your suggestion has been implemented and is now available on our platform.

    You can access this enhancement when editing a group with manual assignment. To use this feature, simply edit the group, select the user you wish to remove, and navigate to the new group where you’d like to add them. Users can be added through manual assignment or automatic assignment using rules. Please refer to the screenshot below for guidance.

    Your input was key in making this improvement possible, and we’re sincerely grateful for your contribution. If you have any questions about the feature or further suggestions, please don’t hesitate to reach out.