Organising Teams with Groups
By creating Groups, you can ensure each team member sees the resources relevant to them. Content includes:
Home Links
Process Maps
Knowledge Base Articles
Learning Videos
Goals
Hubdash Layouts
Here’s a step-by-step guide to setting up Groups and assigning members.
Step 1: Hover your cursor over "Administration" on your side panel, and then click on "Group Management".
Please note: If the Group Management option does not appear in your Administration section, it means you don’t have the necessary Owner or Admin permissions to create or update Groups.
Step 2: Create Groups
Step 3: Add Members
Once your Group is created, add the relevant team members. For example, if you created a Sales Team, you might add sales representatives and sales assistants. Everyone in the Group will have access to the same assigned content.
Parent/Child Groups
Parent Groups are main groups that other groups can be linked to. They allow sub-groups to inherit both their own content and the content assigned to the parent group. This feature is generally used only in specific cases, so in most situations you will not need to create or manage Parent/Child Groups.