Add people to a group

👥 Account administrators can manage group membership for everyone in your organization. Managers can manage group membership for their direct reports and anyone else in their hierarchy.

With groups in 15Five, you can create subsets of people to organize your company based on business units, departments, locations, common interests, and more. These group types can be pulled into specific features across 15Five for segmenting, reporting, and filtering. But before you can start seeing the value of groups, you need to create groups and add group members. This article walks through the three options you have to add people to groups: 1) from within a person's account settings, 2) from group settings, and 3) via bulk import.



If you're making changes to multiple people's group membership or adding people to multiple groups, we suggest using the bulk import option. With bulk import, you can easily edit the group membership of anyone in your organization all at once using a CSV file.

Add people to a group

From account settings From group settings Via bulk import

You can add an individual to an existing group from within their account settings. If the group you want to add them to doesn't yet exist, please begin by creating a group.

  1. Click on the Settings gear in the top, right-hand corner of 15Five.
  2. Select 'People' from the dropdown menu.
  3. You'll land on the 'Manage people' page. From here, use the filters at the top of the page to search for the person whose settings you want to edit. Click their name to open account settings.
  4. Scroll to the 'Account settings' header and find the 'Group(s)' section. Here, all groups a person is currently a member of will appear.
  5. To add a new group, click into the field and start typing the group name, then select the group you want to add the person to from the dropdown menu.
  6. Scroll to the bottom of the page and click Save. The person will immediately be added to the group.

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