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I Created a Smart Group but it Contains All My Users. Where Did I Go Wrong?
I Created a Smart Group but it Contains All My Users. Where Did I Go Wrong?

How to decide which users belong to a smart group

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over 3 months ago

Smart groups are created by setting a rule that automatically filters employees who match the rule into a group. This filter is set when setting up your user details field. If you accidentally forget to set the filter when you create the smart group, it will automatically contain all the users in the account. We recommend editing your smart group and checking that you did indeed set your filter correctly.

To edit the smart group's filter click on the group, and below you will be able to see the filter. If you accidentally forgot to set the filter it will say No filter created group contains all users. Simply click on edit filter, set the filter, press next, and confirm.

Please note: the only two smart groups that can never be deleted or edited are the "all users group" and "all admins group".

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