It depends on how your General Settings are set up! Since smart groups play a significant role in shaping how a business is run through Connecteam, we provide owners with the choice to determine whether admins should be granted the capability to create smart groups.
To edit these permissions, go to the Settings menu at the top right corner of your screen and click on the Admin Permissions tab. By default, all boxes will be checked.
When the setting 'Admins can create smart groups' is checked, all system admins will have the ability to add and edit smart groups.
If the setting is not checked, admins will not be able to add and edit smart groups. They'll see an error message like this:
In order to create smart groups, admins need to be category admins of the Smart Groups tab as well.
To add an admin to the Smart Groups tab, please follow these steps:
Access the Smart Groups feature on the sidebar
Click on the category admins at the top of the screen
If the setting 'Automatically add all admins to this category’ is toggled off, add the admin to the list. Otherwise, all admins are automatically added to the smart group.
Can admins see and manage smart groups if they can't create smart groups?
If you chose to disable the ability to create smart groups, admins can still manage smart groups. In general, admins only see the content of users that belong to the smart groups they manage.
To add an admin to a Smart Group, please follow these steps:
Access the Smart Groups feature on the sidebar
Click on the admins at the top of the screen
If the setting 'Automatically add all admins to this category’ is toggled off, add the admin to the list. Otherwise, all admins are automatically added to the smart group.
To remove an admin from a Smart Group, follow the same steps to open the admin list, and click on the X to remove the admin.
Please note, owners automatically have full access and cannot be removed from any permissions.
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*Editing admin permissions is available from the Expert plan in any hub*
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