Create a group and add group members

What is the purpose of groups? Well, if you have a large staff, 15Five can help you keep your reports in order by creating groups. 15Five company administrators can create a group with anyone as the group admin and can include anyone as a member. Reviewers in 15Five can create a group with only themselves as the group admin and can only include those people in their hierarchy as members. Once the group is created, only company admin and the group admin can manage.  

That being said, some companies have the need for different types of groups, other than just 'Groups' or 'Departments'. For example, you might have Squads, Divisions, Locations, Teams, etc. These subsets of your company should be created as 'Group types'. Within each of those group types, you will create groups. For example, you might have an 'R&D' group under the type 'Squads', a 'North America' group under the type 'Divisions', a 'New York' group under the type 'Locations', etc. Below are the steps to create group types and groups.

Before you create a group, we suggest creating a group type. Then you can create a group(s). Then you can add people to the group(s) and manage the settings. Let's get to it. 

Create a group type and/or group: 

NOTE ✏️: Only company admin can create 'Group types'. Company admin and reviewers can create groups.

1. Click on your avatar in your upper right hand corner. 

2. Click on 'Manage people'. 

3. Click on 'Manage groups' in your left hand navigation. 

4. You will see two default Group types- 'Groups' and 'Departments'. If those two groups suffice for your company structure, you can skip ahead to step 7. If you need to create additional group types, process to steps 5 & 6.

If you are a reviewer, you can also skip ahead to step 7. 

NOTE ✏️: 'Groups' is a default group type that cannot be edited or deleted. 'Groups' as a group type is to be used as a placeholder until the groups within are moved into their respective group types. 

'Departments' is the default group type that we included to give you a head start on your group organization. Any Objectives departments will appear in the Departments group type. It can not be deleted, but feel free to rename 'Departments' to a group type title that is applicable for your company or move your departments into another group type. 

5. Create an additional group type by clicking the 'Create a new group type' button. Again, this functionality is only available to company admin.

6. Name your group type and 'Save'.

7. After your group types look acceptable, you can create a new group. Click on the name of the group type for which you need to add a group to.

NOTE ✏️: If you use SCIM to manage groups, please see the applicable article with instructions on managing group types and groups.

8. Click the 'Create a new group' button.

9. Name your group.  

10. Double check that the group is being created under the correct 'Group type'.

11. Select a group admin. (This field is optional.)

NOTE ✏️: Group admin can be any company admin or any reviewer. If no group admin is chosen, any company admin OR reviewer can edit the group.

12. Add group members.

NOTE ✏️: Company admin can add anyone as a member. Reviewers can add anyone they have the ability to manage as a member. Check the 'Manage people' page to see who can be included in your group.

13. Choose the settings for your group.

Success Center article 🗒: Set permissions and visibility for my group

Success Center article 🗒: Using questions to gather insights

Success Center article 🗒: Set priorities and track accomplishments 14. Make sure to click 'Create group' when you're done!