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    Creating an Internal Group

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    Renishya Jayan
     

    Administrator

    The information in this article applies when you have the Employee App or Staffbase Intranet, and when Staffbase Email is used together with the App or Intranet. If you use Staffbase Email as a standalone product, refer to Creating a User Group in Staffbase Email.

    Internal user groups are managed exclusively by administrators. An administrator can add or remove a user from an internal group, but users cannot add or remove themselves. This makes internal groups a reliable way to bring user-specific content that is highly relevant to them, such as department-specific content or updates based on office location. Once you create an internal group, you can use the group to assign editor permissions at scale. For example, if you want to assign editors to specific plugins or content, you can simply assign them to a dedicated group, with no need to manage users individually. Create an internal user group and bring relevant content to users. 

    You can create internal groups using the following methods from the Studio: 

    After creating an internal user group, the management method cannot be edited. Deleting a group can impact any content targeting or configurations that rely on it.


    You can create an internal group and then manually add users to the group.

    1. In the Studio, navigate to Users > Groups.
    2. Click Create Group.
      The Create Group dialog opens.
    3. In the Name field, provide a name for the group.
    4. In the Description field, provide a description to add context for the group.
    5. Under Administrators, select the groups or users you want to manage this group.
    6. Under Type, select Internal
      The Add Users option appears.
    7. Under Add Users, select Manually.
    8. Click Create.

    You have created an internal user group. You can now add users to the group. You can edit or delete the group at any time.

    You can create a group based on conditions. Users are then automatically added to the group when they meet the conditions defined for the group. Conditional groups allow you to set up groups based on multiple tags. The tags use the following logic to include or exclude users:

    • AND: Users who meet each of the specified conditions are included in the group
    • OR: Users who meet any of the specified conditions are included in the group

    Users are added to the group automatically based on the conditions set for the group. Prerequisite:

    1. In the Studio, navigate to Users > Groups.
    2. Click Create Group.
      The Create Group dialog opens.
    3. In the Name field, provide a name for the group.
    4. In the Description field, provide a description to add context for the group.
    5. Under Administrators, select the groups or users you want to manage this group.
    6. Under Type, select Internal
      The Add Users option appears.
    7. Under Add Users, select Based on Conditions.
      The Conditions section appears. Now you can define the conditions for the group.

    Defining the Conditions for the Group

    You can define conditions to include or exclude users based on your business requirements. You can use include conditions, exclude conditions, or a combination of both to cover complex scenarios. While all condition types are optional, you must define at least one condition to create the conditional group.

    1. From the Include Conditions dropdown, select the profile field on which your condition is based and the corresponding value.
    2. Choose one of the following and select the profile field and the corresponding value: Select Add Condition to add the OR logic.
      • Select Add Condition to add the OR logic.
      • Select Add Group Condition to add the AND logic.
    3. From the Exclude Conditions dropdown, perform Steps 1 and 2.
    4. From the Include Additional Users dropdown, select specific users to include in the group.
    5. From the Exclude Additional Users dropdown, select specific users to exclude from the group.
    6. Click Create.

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