"Your teams" page was renamed to be "Teams & groups" It now organizes everything related to teams and groups into three tabs.
To access the page go to your Admin > Users > Teams & Groups
All employees tab
This is the original functionality of the "Your teams" page, where you can view reporting relationships across your organization.
The layout has changed slightly, options are now selected from a dropdown rather than pill tabs but everything else works the same as before.
System groups tab
A read-only index of your Departments, Locations and Teams groups, along with their user counts.
This tab is meant to show you which system groups are available to be used and how to `@` mention them. You cannot create or edit system groups from here.
Custom groups tab
This tab lets admins create custom groups and manage existing custom groups. See the sections below for details.
Creating a Custom Group
To create a custom group, go to the Custom groups tab and start a new group. Each custom group has the following details:
Display name: A friendly name for the group.
@` mention token: The token used to reference the members of the group. Custom group `@` mentions always end with a `.group`suffix (for example, `@engineering-leads.group`). This suffix helps distinguish custom groups from system groups.
Description (optional): A description that is only visible to admins to help them manage the group.
Group kinds
There are three kinds of custom groups you can create:
Hand picked: A group made up of specifically chosen users.
Rule based: A group defined by a set of rules based on user custom properties. Membership is determined automatically by which users match those rules.
Rules with overrides: The same as Rule based, but with the ability to specifically **include** or **exclude** individual users.
Custom groups let admins define their own groups of users that anyone can `@` mention in the give box. This makes it easy to recognize a specific set of people whether you hand-pick them or build the group from a set of rules without relying only on your existing Departments, Locations, and Teams.
What you can't change after creating a group
Once you create a custom group, you cannot:
Create another group with the same `@` mention token, unless the existing group is deleted first.
Change the group kind (hand picked, rule based, or rules with overrides)
Viewing and Managing Custom Groups
Use the Custom groups tab to view all existing custom groups. The list is sortable by group kind (Hand picked, Rule based, Rules with overrides).
From this tab you can manage and delete your custom groups.
Deleting a group does not remove historical usages of that group. Any past recognition posts that mentioned the group are preserved. Deleting a group does, however, free up its `@` mention token** so it can be reused for a new group.
Using a Custom Group
In the give box, users can `@` mention any custom group, just like they would mention an individual or a system group. When a custom group is mentioned, its members are included in the recognition.
Questions? Send us a note to [email protected]; we'd be happy to help!