Groups are a crucial concept in KickUp. This article explains how to use the Directory to create and manage your organization's groups in KickUp.
Functionality shown here is only available to the highest-level KickUp system administrators. If you believe you should have access to this, please contact your KickUp Client Success Manager or district system administrators.
Overview
Setting up "Groups" of users in your organization enables:
Quickly providing access to a report for a group of staff
Quickly inviting groups of staff to events
Designating a group of staff on a user's access setting list
Add a group of staff to a Track in KickUp Learning
For more information about why to use Groups and how they intersect with other demographic information, read more here.
Creating a new group
In your Menu, click Manage - Directory
Click the Actions button in the menu in the top right corner
Select "Add Group" to add a new group
4. Fill in the group Name under Basic information and
5. Specify group management settings
5. Add user(s) to your group by searching for existing KickUp users by name or email
6. Click Save
Editing an existing group
Navigate to the Groups tab of the Directory
Locate the group you want to edit by searching for it by name or scrolling through pages of groups
Click the row for the group you'd like to edit
Make the desired changes
Click Save
Group management settings
Currently, the only management setting available is the Auto-remove users setting.
If this setting is enabled, staff may be automatically removed from a group by KickUp's integration with your district's staff information system
This setting will only have an impact if KickUp is using your organization's staff information to sync user groups
Please consult with your KickUp Client Success Manager if you have any questions about this setting or anything else regarding Groups.