Create a People Group

Create people groups

• Click the gear icon to access the Setup and Configuration menu.

• Click People Groups.

• In the left-hand menu, navigate to Custom, then click +PEOPLE GROUP.

• Enter a descriptive name for the people group.
• Click the toggle button to set the status to Active.
• Click SAVE when you are finished or click CANCEL to discard your edits.

• Once the people group has been created, you can select the people to add to it.

Included: Individuals

• In the left-hand menu, click to navigate to the Included section, then click People to add individuals.
• Click the PEOPLE button.

• Use the search bar to find a person based on their name, surname, username, or job title.
• Tick the checkbox to select a person.
  

• Click SAVE when you are finished or click CANCEL to discard your edits.

• Review the users added to your people group, then click SAVE when you are finished or click CANCEL to discard your edits.

Included: Grouped conditions

• Click Grouped Conditions to add groups of people based on criteria such as job titles, organisational nodes, etc.
• Click SAVE when you are finished or click CANCEL to discard your edits.

Included: Individuals

• In the left-hand menu, click to navigate to People in the Excluded section.
  • • Click the PEOPLE button.
    • Select the people you would like to exclude.
    • Click SAVE when you are finished or click CANCEL to discard your edits.

Excluded: Grouped conditions

• Click Grouped Conditions to exclude groups of people based on criteria such as job titles, organisational nodes, etc.
• Click SAVE when you are finished or click CANCEL to discard your edits.

Summary

• In the left-hand menu, click Summary to view all the users included in your people group.

• The people groups take some time to synchronise on the system once they're created. This can take anywhere from 10 minutes to 12 hours, depending on the number of changes.

• To synchronise the newly-created or updated people groups manually, follow the steps in the next section.

Manually syncing people groups

• Click the gear icon to access the Setup and Configuration menu.

• Click Ruleset Setup.

• Select the ruleset you would like to update.

• Navigate to the Integrations tab.

• Scroll down to the Bulk Additional Service Imports – Push section.
• For the People group import function, you have two options when synchronising manually:
  • • Click REQUEST ALL DATA to synchronise all the people groups.
      • • This is a time-consuming operation because all the people groups' data is overwritten and synchronised from scratch.

Please be very careful when selecting this option, as it can affect system performance and speed, particularly during business hours.

• • • Click REQUEST RECENT CHANGES to synchronise only recent changes to your people groups.
      • • This is a time-efficient option because only the changes are synchronised, and the previous data remains unchanged.

• Once you have selected a synchronisation method, a message will appear stating that the import has been requested. You can monitor the synchronisation progress by navigating to your System Inbox.

• Click the envelope icon at the top of your screen to navigate to your System Inbox, then click Imports.

• You can monitor the status of your imports and system processes here:
  • • Staged means the task has been added to the queue and will begin once the current tasks have been completed.
    • Started means the task is currently running.
    • Completed with Errors means the task has been completed, although only partially, due to detected errors.
    • Completed means the task has been successfully executed.
    • Failed means the task could not be completed.

• For a Completed with Errors or Failed task, you can download an Excel document with a breakdown of the errors.
  • • Click on the kebab icon next to the task.
    • Click Export Errors.
    • Review the errors, then re-attempt the task using the steps above.