How do I create smart groups?

Groups in Grovo are a great way to organize your users into similar cohorts, such as people who will receive the same training or people who you want to gather the same reporting on. 

Why do we love smart groups so much? 

Smart groups are a handy way to automate how you manage users and assignments. These groups give you the power to create indirect roles and triggered assignments so that users receive relevant role permissions and assignments respectively, right when they need them as they join the linked group.

To create a smart group from scratch, follow the steps below (check out this article for tips turning your static groups into dynamic smart groups!):

1. Select or create an attribute to define the group. For example, the attribute Department = Sales can be used to create the Sales Team group. 
   • Once created, attributes can be updated in bulk via CSV upload.
2. Create or edit the group to apply the attribute (or attributes). Adding the attribute is what turns it into a smart group!
   
   
   
3. Confirm that the correct number of members populate into the group based on the number of users that meet the attribute criteria.

How do I bulk deactivate groups?

You can bulk deactivate groups by hovering over the group name and using handy checkboxes to select groups for removal.

How can you get the most out of smart groups? 

Maximize automation by setting up an API integration between your HR system and Grovo. This API will send user information from your HR system to Grovo. Once received, Grovo will update user profiles with information such as user attributes, then seamlessly populate users into smart groups associated with those attributes, and assign roles or assignments based on group membership.