Can All Admins Create Smart Groups?

Smart Groups FAQs

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

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.

Screenshot of general settings in Connecteam

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:

Screenshot of error message in Connecteam

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:

  1. Access the Smart Groups feature on the sidebar

  2. Click on the category admins at the top of the screen

  3. 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.

GIF of adding admins to the smart groups tab on Connecteam

Can admins see and manage smart groups if they can't create smart groups?

If you choose 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:

  1. Access the Smart Groups feature on the sidebar

  2. Click on the admins at the top of the screen

  3. 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.

GIF of adding admins to the Smart Groups feature on Connecteam's admin dashboard

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.

Screenshot of admin permissions in Connecteam's admin dashboard

Please note, that owners automatically have full access and cannot be removed from any permissions.

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*Editing admin permissions is available from the Advanced Plan in any hub*

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