Edit Groups

How do I access and edit froups through the the group manager?

How do I access and edit groups through the group's dashboard?

Edit Groups Through the Group Manager

1. Open the left navigation and click Administration > People > Groups.

2. Upon accessing the Groups tab, you will see the Group Manager.

If you can have permission to "Edit All Groups", then all group types and groups that your organization has created will be found here. Don't see anything? Click here to learn how to add groups and group types.

If you have permission to "Edit Subordinate Groups", then all group types and any groups that you are listed as a manager of will be found here.

3. Click on the respective group's name that you'd like to access/update.

4. Make appropriate edits.

Members:

• New members can be added to the group. Reminder, a user can only belong to one group per group type at a time.
• Edit the group join date of both new and existing members. The group join date can be backdated to the start of the previous month. If you need a group join date set father back in the past, reach out to gethelp@ambition.com.
• Existing members can be removed from the group.
• Set the group end date, when the user should no longer be considered a member of the group. 
• Learn more here.

Managers:

• Managers can be added and removed from the group.
• A group manager is not required, but there is also no limit to the amount of managers a group can have.
• Listing a user as a manger of a group creates a manager relationship with all the group members. A group manager will be made a manager over all the group members. Learn more about what it means to be a manager in Ambition here.
• Users with existing system manager permission can be added as group managers. If the adding user also has "Users: Assign Managers" permission, users without system manager permission can be added as group managers and will be granted manager permission.
• Learn more here.

Group Settings:

• The group name can be changed.
• The group image, anthem, and GIF can be changed.
• Learn more here.

Membership History:

• View a change log of when users were added to and removed from the respective group.
• Filter by name, scorecard group, membership date, and last modified date.
• Learn more here.

Edit a Group Through Their Dashboard

1. Access the dashboard of the group you wish to edit.

↳ You can search for a specific group's dashboard by name through the search bar in the upper left corner.

2. Click the "Edit Group" button.

    You will be navigated into the group editor.

3. Make appropriate edits.

Members:

• New members can be added to the group. Reminder, a user can only belong to one group per group type at a time.
• Edit the group join date of both new and existing members. The group join date can be backdated to the start of the previous month. If you need a group join date set father back in the past, reach out to gethelp@ambition.com.
• Existing members can be removed from the group.
• Set the group end date, when the user should no longer be considered a member of the group. 
• Learn more here.

Managers:

• Managers can be added and removed from the group.
• A group manager is not required, but there is also no limit to the amount of managers a group can have.
• Listing a user as a manger of a group creates a manager relationship with all the group members. A group manager will be made a manager over all the group members. Learn more about what it means to be a manager in Ambition here.
• Users with existing system manager permission can be added as group managers. If the adding user also has "Users: Assign Managers" permission, users without system manager permission can be added as group managers and will be granted manager permission.
• Learn more here.

Group Settings:

• The group name can be changed.
• The group image, anthem, and GIF can be changed.
• Learn more here.

Membership History:

• View a change log of when users were added to and removed from the respective group.
• Filter by name, scorecard group, membership date, and last modified date.
• Learn more here.