In this article you will learn about:
Starting A Smart Group
Manually adding a user to a Smart Group
Who can add participants to an existing Smart Group?
Who can be removed from a Smart Group?
What happens when a user is added or removed from a Smart Group?
Starting A Smart Group
Click on the messages tab
Click the pen symbol on the the bottom right to start a new chat
Click Smart Group
Select which locations, schedules and positions you want to include in this group
NB: Smart groups update automatically and will always include which ever employees currently match the group criteria
Name the group
Add a group photo, if required
Manually Adding A User To A Smart Group
Click The I button in the top right of a chat
Click Participants
Click Add Participants
Use the search bar to filter and find the relevant people on the Select
Participants page
Tick the names of Participants you'd like to add
Click Add
Who can add participants to an existing Smart Group?
Only chat operators of a smart group can manually add participants.
Who can be removed from a Smart Group?
At the moment, only users who have been manually added to the smart group can be removed from the group.
What happens when a user is added or removed from a Smart Group?
When a user is manually added or removed from a group, a system message is sent into the group e.g. “Dylan added John to the group”. Any user manually added to a group will have a label below their name on the Chat Participants list to show they've been added manually.