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Search results for:smart group

Troubleshooting Smart Groups: I'm Having Difficulty Adding a User to a Smart Group

Smart Group Troubleshooting Tips… Group and Write Them Down Enter the relevant smart group, scroll down to see which employees are in… In our case, the filter of our smart group is Position is Waiter

When Should I Use Tags and Not User Details Fields to Create Groups?

Frequently Asked Smart Group Questions… You should use a tag to create a group if the group is temporary, for example, all my employees working… You should use a filter when creating a permanent group, such as a group of employees in the New York

Why Can't I Delete the All Users Smart Groups?

Frequently Asked Smart Group Questions… Smart groups - When I assign a feature or an asset to a smart group any user present or future who meets… Each feature and asset in Connecteam can be assigned to either a smart group or selected users

Can I Add Users to a Smart Group in Bulk?

Frequently Asked Smart Group Questions… Step 1: Navigate to the smart group tab and enter the smart group that you want to add your employees… Smart Groups are filtered by User Profile Fields and any user whose profile fields match the smart group

Automatically Create Smart Groups

Save time and energy by automating smart group creation… In this article, we'll go over: Enabling smart group auto-creation Editing smart groups and… Enabling smart group auto-creation

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

How Do I Edit a Misspelled Smart Group?

Learn to edit your smart groups name… You can easily edit the name of a smart group by navigating to the smart groups tab on the left sidebar… Once inside find and hover over the relevant smart group - a pencil will appear

How Can I Add a User to a Smart Group?

Learn how to add a new employee to a smart group… Step 1: Navigate to the smart group tab and enter the smart group that you want to remove the user from… If that didn't happen though, below we show you how to add a user to a smart group step by step

How Can I Remove a User From a Smart Group

Remove users from smart groups… Step 1: Navigate to the smart group tab and enter the smart group that you want to remove the user from… The user will no longer be in that smart group!

How to Create a Smart Group from the User's Tab

Learn how to create a Smart Group straight from the Users tab… Smart groups are created by creating a group and setting a rule by which the group will be filtered… To Create a Smart Group from the User's Tab, follow these steps: