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How Can I Add a User to a Smart Group?

Learn how to add a new employee to a smart group

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

Smart groups are created by setting a rule which automatically filters employees who match the rule into a group. The fields which can be used to set the rule are known as custom fields and can be found and adjusted in your user's profile.

It's important to note that if you set up your smart groups, and all the custom fields were filled out when the user was added they should be added to all the relevant smart groups.

If that didn't happen though, below we show you how to add a user to a smart group step by step.

Step 1: Navigate to the smart group tab and enter the smart group that you want to remove the user from. Check how the group is filtered.

In our example, I am trying to add Ryan to the New York Branch. You can see below that our California Smart Group is filtered by Branch is New York

Step 2: Navigate to the Users tab, and enter the profile of the user who you want to be removed from the smart group. Find the relevant custom field, and adjust the information.

Below you can see that I went Ryan's profile, to the custom field branch and changed it to New York

Thats it! The user will be added to the group!

Below you can see a before and after of the group and Ryan's user profile settings and the list of users in our New York smart group.

Ryans Profile Before and After:

New York Smart Group employees before and changing Ryan's Branch Custom Field.



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