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Search results for: smart group

Use Cases for Time Based Smart Group

Examples of how to use Time Based Smart Groups in your company… Creating a Time-Based Smart Group ensures that all past and future new employees who meet the smart group's… Basic Time-Based Smart Group Use Cases
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated this week

Smart Groups and Segments

Set filters to automatically create groups… Smart groups are created by creating a group and setting a rule by which the group will be filtered… Group and added to any features assigned to the Smart Group Sales Manager
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated this week

Time-Based Filters and Smart Groups

How do I create a Time-Based Smart Group and What can be Filter for?… Creating a Time-Based Smart Group Step by Step:… In the example below you can see I created a Segment Birthdays and inside a smart group named Todays
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated this week

Team Chat

Do I use smart groups or select users?… If you want to create a Team Chat for a group of employees like "Bartenders chat", Smart Groups will… If a user is added or removed from a smart group, the system will automatically remove or add the mobile
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Assign features to your mobile users

If you choose the smart group assignment, every employee that falls under your smart assignment will… 2. Smart Group assignment… For every asset, you have the ability to assign either to smart groups or to select some or all employees
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Starting Guide to the Chat

Smart Group… If a user is added or removed from a Smart Group, they will also automatically be removed or added also… Assigning a Team Chat or Channel to Select Users or to Smart Groups
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

How to Set Up Manager Permissions for Specific Teams

Learn how to make someone a manager of a specific group - 5 min read… Simply enter the relevant smart group from the smart group page and un-assign the admin from there… For example, manager of store number one should be the administrator of the smart group "Store number
Noam Serlin avatar
Written by Noam Serlin
Updated over a week ago

Can I edit team chats?

smart group rules, there is no team admin… What you can edit is the assignment: Re-assign the team chat/channel to a different smart group… or add another smart group
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Edit assignments: Connecteam Features

Make sure your features are assigned to the relevant groups or users. 7-min. read… Assigning a feature to Smart Group is a dynamic assignment, which will apply both to existing and future… Group you can make sure that any new employee that is added to the said group will automatically have
Marina Korin avatar
Written by Marina Korin
Updated over a week ago

How to Assign a Shift to a Group

Use the search option to search for the Smart Group or Tag that should be assigned to the shift… All employees that belong to the Smart Group or tag that you choose will be added to the shift… Note: Smart Groups are part of the Advanced plan and above. Still have questions?
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago