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Create a group

Who can use this feature?

 Only Admins can create groups.

Groups are used to restrict who can award and receive different activities on Workpoints.

Set up a group

  1. Click the menu workpoints-menu-icon.png button in the navigation bar to access the side menu.
    workpoints-nav-bar-timeline.png
  2. Click on groups from the side menu.
    workpoints-side-bar-groups-button.png
  3. Click the tile that says create a new group.
    workpoints-group-create-group-button.png
  4. Give the group a title and a description.
  5. Choose how to add people to the group. You can manually add people to a group or you may group people based on a members custom profile information fields.
    workpoints-group-create-source-setup.png
    • Option 1: You can group people manually by selecting the pick manually radio button.
      workpoints-group-create-member-search.png
      Type in the persons name that you want to add to the group and select the person from the options presented. You can add more people to the group by clicking the plus icon.
    • Option 2: You can group people based on data in custom profile information fields of people on the program. Select the field you want to match on and enter in a value to match.
      workpoints-group-create-search-criteria.png
      You can add additional criteria buy clicking the ampersand button.
      workpoints-group-create-ampersand-button.png
  6. Click the save button once your done.
    workpoints-activity-create-save-button.png