Edit group settings

15Five's "groups" feature allows you to create subsets of people to organize your company based on business units, departments, locations, common interests, and more. It also allows you to edit group settings and apply visibility and Check-in settings to members of a specific group.

In this article, you will learn...

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Note

Group admins and account admins can edit group settings from the group page. Account admins can edit group Check-in settings from within feature settings.

Video 🎥: Create and manage groups (4 min)


Edit group settings from the group page

This section walks through how to edit group name, type, admins, members, visibility settings, and Check-in settings from the group page.

Access a group page

  1. Click on the 'Settings' gear in the top, right-hand corner of 15Five.
    Settings.png
  2. Select 'People' from the dropdown menu.
    People.png
  3. Click to open the 'Manage groups' tab.
    ManageGroupsTab.png
  4. Search for the name of the group you want to edit settings for using the search bar at the top of the screen.
    SearchForAGroupOrGroupType.png
    Or, click into the group's group type and open the group you want to edit settings for.
    OpenGroup.png
  5. Click the 'Settings' gear in the top, right-hand corner of the group page and select 'Edit group' from the dropdown menu.
    EditGroup.png
  6. You're now on the 'Edit group' page. Here, you can edit the following:
    - Group name
    - Group type
    - Group admins
    - Group members
    - Group settings (covered in step #7)
    - Check-in settings (covered in step #8)
  7. In the 'Group settings' section, you have the option to edit group visibility and whether or not company-wide Check-in questions will appear on group members' Check-ins. When you're done making changes, click Save.
    EditGroupSettingsSave.png
  8. In the 'Edit Check-in settings' section, you have the option to customize how frequently different Check-in sections appear on group members' Check-ins. Options are: weekly, biweekly, and monthly. When you're done making desired changes to this section, click Save at the bottom of the page.
    EditGroupCheck-inSettings.png

Edit group Check-in settings from within feature settings

This section walks through how to edit Check-in frequency settings for a group from within feature settings. This option is best if you want to edit how frequency certain sections of the Check-in (Pulse, Priorities, and Objective updates) appear on Check-ins for members of multiple groups, as you can apply changes in bulk.

  1. Click on the 'Settings' gear in the top, right-hand corner of 15Five.
    Settings.png
  2. Select 'Features' from the dropdown menu.
    Features.png
  3. Open the 'Check-ins' section.
    FeaturesCheckins.png
  4. Click the arrow next to "Customize frequency" to expand frequency options.
    CheckinsCustomizeFrequency.png
  5. To set frequency for a specific group(s), check the circle next to "Limit to groups" and select all desired groups from the dropdown menu.
    CustomizeFrequencyGroup.png
  6. Select the desired frequency for the Pulse, Priorities, and Objectives Check-in sections. Possible frequencies are weekly, bi-weekly (i.e. fortnightly), and monthly.
    SectionFrequency.png
  7. Save your changes.
    Save.png
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