How to manage Groups and People Sets

Preliminary notes about Groups

Anyone who has an account in Workplace (including 'Guests') can create Groups.
Anyone who has access to a Group may reply to any 'Post'. However, making an initial 'Post' can be moderated. See (below) section 'Admin and Moderation Access'.
When you create a Group, you automatically become the admin for it.
The default department group memberships are controlled by 'People Sets'. See (below) for 'How to manage People Sets' for more information.

How to create a new group

Enter a meaningful name for the Group (see example form below). Please note: The application keeps a record of all groups ever created. Changing a Groups name may be a better alternative then creating a new one, in the event that a spelling or grammar mistake has been made.
Select the 'Privacy' settings. The default option is 'Closed'. Note the differences between the options.

Members can be added after the Group has been created. Membership can also be managed by 'People Sets'
Membership rules can be created here, however this is covered in the "people sets' documentation (How to manage Group Sets)
Enabling 'Chat' will allow members to send private messages to each other. Currently there is no moderation or visibility of these messages, so it should be disabled until further notice.
There is only one instance of Workplace, therefore the 'Multi-company group' is disabled.
Select 'Create Group' to complete the process.

How to delete a Group

Select the Group noted for deletion. Please Note: Deleting a Group will remove all the content from it. There is no way to recover this data, once the Group has been removed.
Select members and remove everyone from the Group

Once everyone is removed from the group, a message will appear as below. Confirm the deletion.

Admin and Moderation Access

Admin access will allow a person in the Group to add and remove people from it. It will also provide Moderation rights to approve posts.
Moderation access will allow a person to moderate posts. Replies to posts cannot be moderated.
To provide Admin or Moderation rights to an account, follow these steps:
- Open the Group and select the 'Members' tab.

Select the three-dot menu and select either 'invite as admin' or 'invite as moderator'.

To remove Admin and Moderation access, follow these steps:
- Go to the Group, Members and select the three-dot menu (as above).
- Select one of the following options.

How to Manage People Sets

People Sets can be created to add (and remove) people automatically from Groups.
If the 'Remove' option is used to manage a Group, staff will not be able to add people or remove people manually, from it.
As People Sets rules depend on user account variables, they cannot be created, until the variable exists.
For ease of use, it is recommended that the 'People Set' be given the same name as the 'Group' or whatever profile variable is going to be used.
To create a People Set, follow these steps:
- Select 'Admin', 'People' and then 'People Sets'.

Give the Set a meaningful name and select, from the drop-down menu, 'Sync with profile fields' and then 'Next'.

Select the profile item that is required for the people set. In the example below 'Department' will be used.

Select 'Contains Any Of' and then enter the details of the Profile requirement. Select 'Update And review' once the selections have been made'. In the example below, 'Information Communication& Technology' will be used.