Smart Groups creates manager-specific groups that automatically update as direct reports move between managers. These steps walk you through enabling Smart Groups and configuring its three sub-settings.
Before You Begin
- You must be an Account admin.
- Smart Groups is available on all pricing packages.
Steps
- Click Settings in the bottom corner of your 15Five account.
- Select Features from the dropdown menu.
- Click Features overview.
- Scroll to the Check-in section and locate Smart Groups.
- Toggle Smart Groups to On.
- Click Configure to the right of Smart Groups.
- On the Configure Smart Groups page, click the arrow next to a setting to expand it.
- To give admins full visibility into Smart Groups, expand Show all Smart Groups to admins and toggle it On.
- Click Save.
- To allow anyone to @mention a Smart Group in High Fives, expand @mentioning Smart Groups in High Fives and toggle it On.
- Click Save.
- To remove Smart Groups from appearing anywhere in 15Five, expand Disable Smart Groups and enable it.
- Click Save.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Configure button is not visible | Confirm the Smart Groups toggle is set to On | Enable Smart Groups before attempting to configure sub-settings |
| Sub-setting arrow does not expand | Confirm you have Account admin access | Log out and back in; contact your 15Five admin if the role is not assigned |
| Changes do not persist after saving | Confirm you clicked Save after each individual setting change | Re-open the sub-setting and click Save before navigating away |
Not Covered Here
This article does not cover how Smart Groups interact with Check-in questions or the Manage groups page — see the Smart Groups feature documentation for that detail.