Groups

Groups are a flexible way for you to manage users in SalesHood. Groups are similar to Segment and Team, but a user can be a member of any number of groups. Because of this, you can use groups in ways that match your organizational structure, such as creating nested organizational hierarchies or matrix reporting structures, or as ad hoc or temporary ways to group users, such as onboarding cohorts or project teams.11

This guide walks you through how to create, manage, and use Groups.

To start, Groups management is available via the Manage Users option found in the hamburger menu:

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After clicking on “Manage Users” you will be taken to our new User Management page:

Groups are a flexible way for you to manage users in SalesHood. Groups are similar to Segment and Team, but a user can be a member of any number of groups. Because of this, you can use groups in ways that match your organizational structure, such as creating nested organizational hierarchies or matrix reporting structures, or as ad hoc or temporary ways to group users, such as onboarding cohorts or project teams.1

This guide walks you through how to create, manage, and use Groups.

To start, Groups management is available via the Manage Users option found in the hamburger menu:

This image has an empty alt attribute; its file name is Screen-Shot-2019-03-04-at-1.51.07-PM.png

After clicking on “Manage Users” you will be taken to our new User Management page:

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Creating a New Group

  1. Click the green “Manage” button in the top of the left column:
  2. You will see a “manage” popup that allows you to add both new Groups and new Segments. Click “Add a Group” and edit the title of the group to create a new Group.
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Adding users to a Group

  1. In the main panel, select the users you would like to add to the Group (you can use the role filter and user search at the top of the page to help find the users you’re looking for).
  2. Select “Actions” on the top right of the screen.
  3. Navigate to “Add to Group,” then select the group to which you’d like to add the users.
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Editing an Existing Group

  1. Locate the Group you want to edit from the list at the left. Use the search or click the “Groups” sub-tab to narrow down this list. Click the ellipses (“…”) next to the Group Title, then click “Edit.”
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2. You’ll be shown an “edit” popup, from which you can edit the title of the Group and add “Watchers” to the Group.

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Watchers for Groups have specific additional functionality in the context of Groups. See the section on Groups Functionality below for additional information.

Removing Users From a Group

  1. Select the users in the main part of the screen that you want to remove from a Group.
    1. NOTE: Clicking on a group, segment, or team in the left column narrows down the users in the main part of the page to that specific group.
  2. Click “Action.”
  3. Click “Remove From Groups.”
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4. You’ll be presented with a popup showing the groups that each of those users are in, select the Groups you’d like to remove each user from. Click “Remove” to finalize your selections.

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Groups Functionality

There are three main use cases for Groups. The first will be included with our March 7, 2019 release. The other two use cases will be built in upcoming releases.

Use Case 1 – Adding Groups to Programs (released 3/7/19)

Coaches and Hosts are able to add Groups to Huddles and Learning Paths, similar to how you are able to add Teams and Segments.

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Use Case 2 – Groups in the Team Dashboard and Access to Programs for Watchers (release TBD)

Group Watchers will soon be able to view those Groups in their Team Dashboard, similar to how users can currently view their Team. They will also be able to access programs Group members are assigned to in order to view responses and leave comments.

Use Case 3 – Reporting on Groups (release TBD)

With SalesHood Analytics you will soon be able to report on metrics by Group, similar to how you can currently report by Team and Segment.

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