This article walks through the group admin role and how to manage the admins for a group, either one-off or in bulk. Groups in 15Five allow you to create subsets of people to organize your company based on business units, departments, locations, common interests, and more. Groups can be pulled into specific features across 15Five for segmenting, reporting, and filtering.
In this article, you will learn...
Access and availability
āļø Required access to Manage groups and Bulk import.
š„ This article is relevant to account admins.
š¦ This feature is available in all pricing packages.
Who can be a group admin?
Group administrators can be any account administrator or any direct manager.Ā
If no group administrator is chosen, any account administrator, the group's creator, or the direct manager (if all group members are in their hierarchy) can edit the group.
What permissions do group admins have?
Group admins can manage Check-in questions,Ā edit individual settings for group members, and update group settings. Group admins and account administrators are the only roles with these permissions. Group administrators do not have visibility into all group members' Check-ins as a result of being a group administrator. If the group administrator needs visibility into anyone's Check-ins outside of their reporting line, they can request to follow those people. Group administrators are also not members of the group by default. If the group administrator should also be a member of the group, you need to add them as such.
Manage group admins
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'People' from the dropdown menuĀ to open the 'Manage people' page.
- Click to open the 'Manage groups' tab in the top navigation bar.
- Search for the name of the group you want to edit settings for using the search bar at the top of the screen.
Or, click into the group's group type and open the group you want to edit settings for. - Click the 'Settings' gear in the top, right-hand corner of the group page and select 'Edit group' from the dropdown menu.
- Use the "Group admins" dropdown to select the people you want to serve as group admins. Only account admins and direct managers will appear as options. To remove a group admin, click the "X" next to their name.
- Click Save at the bottom of the page.
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'People' from the dropdown menu to open the 'Manage people' page.
- Click to open the 'Import' tab in the top navigation bar.
- You are now on the bulk import page. From here, download your company's current employment structure by clicking theĀ Download current structureĀ button at the top of the page.
Tip
We suggest downloading one copy of your current structure to keep in a safe place for re-upload in case any unintended changes are made when you upload your CSV, and downloading a second copy to make edits to. You can then upload the edited CSV.
- Create your bulk import CSV. To change group admins, you should only include the columns 'email' and 'is_group_admin_for'.
- Then, clickĀ ChooseĀ fileĀ at the bottom of the screen and find the CSV from your computer that you would like to import. Please note: the file must be in UTF-8 CSV format.
- Once you have selected the file that you want to import, a 'Preview import' screen will appear. Review the changes to be made. If the changes aren't what you want, click theĀ Start overĀ button in the bottom, left-hand corner of the page to stop the import and be redirected back to the bulk import page.
- Click Finish import.
- Depending on the size of your CSV, it may take up to 15 minutes for the import to complete. Once the import is complete, updates will be reflected in 15Five.