How to manually create groups

Learn how to create small, easy-to-manage groups in PlusPlus.

Chris Ramlow avatar
Written by Chris Ramlow
Updated over a week ago

Scenario

As an admin or global owner, you want to create a group that is small, easy to manage, and geared toward a targeted purpose, such as restricting content to a C-level team.

Solution

Create a group manually in PlusPlus so that you can manage group membership directly in the application.

  1. Open the profile menu in the upper-right and select My Groups.

  2. Click New Group.
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  3. Name the group.

  4. Set the group as Private (only group members can see group activity) or Public (everyone can see group activity).

  5. Optionally, add Owners who can edit/manage the group.
    The person creating the group is automatically a group owner.

  6. Add members to the group.
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    Use Find people to search for and select for group addition, or paste up to 50 email addresses at a time to Add people by email.

  7. Click Add people.

  8. Click Create group.

  9. Return to the My Groups page to manage the group as needed.

You can now assign content to this group, use it to restrict access to your content, or filter by this group in various dashboards.

Go deeper

Should I create groups manually or automatically via integration?

The benefit of creating groups manually is that you can designate a group owner from the outset and you can return to groups from within the application to update membership, neither of which is possible with groups created via integration.

The benefit of creating groups via integration is that it allows the system to automatically create and manage groups for you. This includes leveraging the platform's ability to build automated rules that automatically add new org members to appropriate groups.

Groups managed via automated rules depend on broad organizational attributes, such as titles, departments, locations, tenure, manager, and such. They are great at covering broad populations of people. Manually-managed groups are better at targeting individuals.

See also

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