Hi, everyone. My name is Peter, and I am a product manager here at Staffbase. I'd like to introduce you to our new modern groups management experience. In this series of videos, we'll walk you through three things: first, how to navigate in the modern UI; second, how to create different group types; and third, how to manage members of groups.

Welcome to a quick tour of the groups interface. We'll show you how to find groups, filter through them, and quickly find the information you need. To access your groups, simply click the Groups link in the main navigation. This brings you to your complete overview of available groups.

If you know the group name, use the search bar at the top, for example typing "Berlin" shows all related groups. For more precise searching, use the filters on the right side. You can filter by group type, like showing only conditional groups, or by creator, like showing groups that were created by colleagues. You can also sort the overview using the sort options; clicking "Last edited first" is helpful to see which groups were recently updated.

To dive into a group, just click on its card. This opens the group detail view. The first thing you will see is the members list. Even within a large group, you can search for specific users here, for instance quickly searching for a name to confirm someone's membership status within that group.

Next, let's look at the group settings and rules. Click the dedicated Settings tab. Here, you can immediately see and manage specific settings of the group. Across all group types, you can adjust the naming or description and define who can access and manage the group by assigning group administrators. For a conditional group, you'll also see the rules, such as location is Berlin. This is where you would edit the conditions or add any rules, which are covered in one of the next videos.

That covers the fundamentals of group navigation. You can now efficiently access, filter, and drill down into any group to check its membership and rules.

Creating the right groups is fundamental to managing access and visibility. This video walks through setting up all the main group types, manual and conditional, as well as open groups, plus a huge time saver: duplicating an existing group.

Let's start with a manual group. This is for smaller, hand-picked teams, like a temporary project where members are individually chosen. Start the creation process by clicking Create group, give it a name and, optionally, a description of who's part of the group or its purpose. For group type, select Internal, and for adding users, select Manually, then finalize by hitting Create. After creation, click Add members to search for and add specific individuals. For this group type, membership is static and only changes when an admin updates it.

Next, conditional groups let you manage large populations automatically, saving endless manual updates. Create a group, add a description if you want, select Internal for group type, and select Based on conditions for adding users. This opens the group builder, where you manage the rules for the group, for example, employment type is Employee, then hit Create. Depending on your company size, it can take a while until all members show up.

You can also create a conditional group that's managed by a local editor using group admin permissions, for example a group for all managers in a specific region using two conditions connected by an AND, such as management level is Manager and country is Netherlands. Before creating the group, you can navigate to the administrator area and assign a specific local admin to manage just that segment, allowing for easy delegation. If you'd like local editors to manage rules themselves, they can either independently replace the conditions or you can create a dummy value as a placeholder. Note that creating a conditional group without any conditions is not possible.

Open groups are perfect for optional communities or forums where you want users to enroll themselves. Give the group a name, and for group type select Open. Choosing an open group type makes the group visible in the app, letting any interested employee click Join without needing admin approval; if desired, you can also set the group to be visible only to a specific subset of employees. Hit Create to finish.

Finally, here's a quick tip on duplicating a group, which saves huge amounts of time when building similar rule sets. Simply click the action menu and hit Duplicate. This creates a copy of the group including its settings, which you can then rename and update, for example changing one of the conditions.

You've now mastered creating manual teams, scalable conditional groups, and user-driven open communities. The next video builds on this by looking at inclusion and exclusion rules for making precise exceptions to your conditional groups.

This video covers the flexible ways you can set up and manage members of groups, from smart conditions to quick CSV uploads.

The most powerful method is using conditions. These rules automatically define membership based on user attributes. For example, a group for a specific office can be built by selecting Location and setting it to that office; once saved, the group auto-syncs with your HR data. You can narrow further by adding a second condition with the AND operator, for example management level is Manager, so a user must satisfy both rules to be included. You can also use an OR operator, where it's enough for only one rule to apply for inclusion.

Exclusions let you create groups with exceptions. For a broad example, such as all employees except contractors, you would go to the Exclusion condition section and set the rule employment type is Contractor; there's no need to configure inclusions, since the system includes all employees by default, then removes anyone flagged as a contractor. For a more complex scenario, such as everyone in Germany but excluding managers only in Berlin, set the inclusion rule first (country is Germany), followed by the exclusion rule (management level is Manager and location is Berlin).

If you want to include or exclude individual colleagues regardless of the conditional rules, you can search for and add or remove them directly. Keep in mind that manual exclusions take precedence over manual inclusions, which in turn override conditional rules.

For a quick, hand-picked team that doesn't map to attributes, use a manual group and click Add members to search for and add individuals; this is perfect for small project teams. For the quickest way to populate a large temporary group, such as participants for a specific event, use the CSV upload: upload a CSV containing the external identifiers of the members to add, and decide whether to only add or replace existing members by clicking Import CSV and setting the import type. The system uses the external identifier to match existing users, and depending on the size of the CSV file, this can take a few minutes.

To summarize: use conditions for automatic, scalable groups based on attributes; use inclusion and exclusion rules for precise exceptions; and use manual or CSV methods for fast, temporary access for events or small teams. Check the support portal for full documentation.