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Assigning Updates to Employees: Smart Groups and/or Selected Users
Assigning Updates to Employees: Smart Groups and/or Selected Users
Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

When publishing updates, you need to assign the relevant employees who will eventually view the update on your company feed. As a manager, have full control in deciding which updates your employees can access. In this article, we will address the options you have when assigning an update and when to use each one.

In this article we will go over:

Why is an Update's Assignment Important?

Assigning updates to only the relevant employees ensures that you will be able to:

  • Control the flow of information for your employees

  • Maintain focus and clarity in your team

What Assignment Options Are There?

Similarly to other features in Connecteam, there are two options to assign updates: Smart Groups or to selected individual employees. Here, however, you can customize the assignment options further or even combine them. Let's go over these below.

Smart Groups: Dynamic or Fixed

In the updates feature assigning a feature to Smart Group can be a dynamic assignment, which will apply both to existing and future users, or a fixed assignment meaning only the current employees in the group.

Selected Users

Selected users should be used if you have an update relevant only to certain employees, and those employees are not all in the same smart group. For example, you want to send an update only to certain employees working on a specific day.

Smart Groups and Selected Users

For updates, you can also customize and combine the assignments to include both smart groups and selected users. To do so, simply add the smart group, choose dynamic or fixed, and then select the additional users you want to assign to the update. In the example below you can see that I assigned the update to my California Smart group AND my user Ryan Hunt.

Now let's look at a few examples of when you would use this option.

Example 1: You have your smart groups based on location, but have a floater working for a few days at a certain location. In this case, you could assign the update to the locations smart group and add the floater as a selected user.

Example 2: You have a project where the employees working on it consistently are in a smart group, but have a few additional employees helping out. You can assign the update to the projects smart group and add the additional employees as selected users.

Example 3: You have a piece of news relevant to a few departments but would like it to appear on the upper management feed. You can assign the update to those department smart groups and add your upper management as selected users.

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