Purpose
In this article, Allbound Administrator users will learn how to create and manage Static Groups in the Allbound platform. Also listed are our best practices/tips.
Introduction
Allbound's Groups feature allows you to take segmentation to the next level by managing and creating Dynamic and/or Static Groups within the platform. Segmentation can include personalized Dashboards, individual pieces of content, Playbooks, and Learning Tracks certain partner companies can access. Adding members to a Static Group is a manual process that can easily be achieved using the Advanced User Management tool.
*Note: only Allbound Administrator users from your company with the Users, Groups, and Companies AND/OR the System Settings permissions toggled on can create and manage Static Groups
Use Cases for Static Groups
Static groups can be used for specific use cases. Common use cases we see are:
- Used for visibility rules on dashboard items or content for only specific users.
- For testing notification formatting for multiple users from the WordPress notifications module before sending it to all partners.
- For piloting new features before you release them to all your partners.
How to Create a Static Group
1. Login to the Allbound platform
2. Click on the Settings Gear icon in the top toolbar and then click "Groups"
3. From the Groups screen, click on the "Add Group" tab (outlined in red) to create a new Static Group
4. Name your new Static Group (be specific) and add a description. From the "Type" drop-down field, click on "Static"
5. Click the "Submit" button to save your changes
How to Add Members to a Static Group
1. Log into the Allbound platform
2. Click on the Settings Gear icon in the top toolbar and then click "Users"
3. Use the search bar to find the user(s) you would like to add to the Static Group and then click on their blue username
4. Click the 3-dot icon and then click "Add to Static Group"
5. A pop-up window will emerge with all of your platform's Static Groups. Choose which Static Groups to add the user to
How to Remove a User from a Static Group
There are two ways to remove a user from a Static Group:
- Remove a user through the Users settings
- Remove a user through the Groups settings
Removing a User from the Users Settings
1. Login to the Allbound platform
2. Click on the Settings Gear icon in the top toolbar and then click "Users"
3. Use the search bar to find the user(s) you would like to add to the Static Group and then click on their blue username
4. Within the user's profile, click the "Groups" tab and then click the down arrow icon to expand the "Static Groups" category
5. Click the 3-dot icon and then click "Remove from Group"
Removing a User from the Groups Settings
1. Login to the Allbound platform
2. Click on the Settings Gear icon in the top toolbar and then click "Groups"
3. Use the search bar to find the Static Group you would like to remove users and then click on the Group Name
4. Click the "Members" tab and then click on the "X" icon to remove the user(s) from the Group
Best Practices/Tips
- To emphasize the importance of a Static Group and to ensure it is not deleted, follow this best practice:
- Adding descriptions to Groups is very important because it allows other Allbound Administrator users to understand the purpose of the Group so they know not to change things that may be important. See below photo of a successful Group description.
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles to further learn about our Groups feature:
- How to Create and Manage Dynamic Groups
- How to Customize Your Allbound Minimal Dashboard
- How to Customize Your Allbound Classic Dashboard
- How to Create and Edit Pieces of Content in Your Portal
- How to Create and Use Playbooks
- How to Create and Use Learning Tracks
- How to Manage Users with Advanced User Management