Set up and manage user groups to organise your colleagues by location, department, job title, or other relevant categories. Configure group settings to control visibility and analytics.

Purpose: Enable users to filter feeds, find colleagues, share Moments with specific groups, and provide meaningful analytics data.

⚠️ Note: You need Admin permissions to create and manage groups.

Why Use Groups

Groups help your organisation by:

Making colleagues easier to find through filtering and search
Enabling group Moments so users can share with entire departments or locations
Organising your workforce by meaningful categories
Improving feed filtering so users can focus on relevant content

Common Group Types

Location Groups:

Office locations (London, New York, Remote)
Regional divisions (EMEA, APAC, Americas)
Country-based organisation

Organisational Groups:

Departments (Sales, Marketing, Engineering, HR)
Teams (Product Team, Customer Success)
Business units or divisions

Role Groups:

Job titles (Manager, Director, Specialist)
Seniority levels (Senior, Junior, Lead)
Job functions (Designer, Developer, Analyst)

Custom Groups:

Project teams
Working groups
Special initiatives

Creating Groups

Step 1: Access Group Management

Go to Manage Organisation
Click Groups
View your current group structure

Step 2: Add a Group Category

Click in the "Choose something" box at the bottom
Select a group type from the available options:
- Location
- Department
- Job Title
- Or other custom categories

Click "Add a group" button
Refresh the page to see your new group category

Step 3: Add Items to Your Group

After creating a group category, add specific options:

Click "Add an item" under your new group
Type the group name (e.g., "London" for Location, "Marketing" for Department)
Save the item
Repeat to add all relevant items for this category

Example for Location group:

London
New York
Berlin
Remote

Example for Department group:

Sales
Marketing
Engineering
Customer Success

Configuring Group Settings

After creating your groups, configure settings to control how they appear and function across Mo.

Accessing Group Configuration

Go to Manage Organisation → Groups
Find the group you want to configure
Hover over the configuration icons to see available options
Click the icon to enable or disable that setting

Available Group Configuration Options

Visible in Profiles:

Shows this group on user profiles
Helps colleagues learn about each other
Makes organisational structure transparent

Use when: Group information should be publicly visible to all users

Available in Analytics:

Includes this group in analytics and reporting
Enables filtering reports by this group
Provides insights into group-level engagement

Use when: You need to track metrics by this category

Searchable:

Makes the group searchable in Mo
Users can find colleagues by searching this group
Enables filtering by this category

Use when: Users need to discover colleagues by this criteria

Required Field:

Makes this group mandatory when creating/editing users
Ensures all users have this group assigned
Prevents incomplete user profiles

Use when: Every user must belong to one of these groups

Custom Field:

Indicates this is an organisation-specific group type
Distinguishes from standard Mo group categories
Allows unique organisational structure

Use when: Using groups beyond standard categories

Assigning Users to Groups

When Creating Users

Create the basic user account
Edit the user to assign groups
Select appropriate group for each category
Save changes

See Managing Users Manually for detailed steps.

When Editing Existing Users

Go to Manage Organisation → Users
Find and edit the user
Scroll to Groups section
Select appropriate groups from each dropdown
Save changes

Managing Groups

Editing Group Items

Go to Manage Organisation → Groups
Find the group category you want to modify
Edit or add items as needed
Changes apply immediately to all users

Deleting Group Items

⚠️ Caution: Only delete group items that are no longer in use

Remove the item from the group
Check that no active users are assigned to this item
Update any affected users before deleting

Group Best Practices

Keep it simple:

Don't create too many group categories
3-5 main categories work best for most organisations
Too many groups become confusing

Use consistent naming:

Standardise group names across your organisation
Use clear, descriptive names
Avoid abbreviations unless widely understood

Plan before creating:

Decide which categories you need
List all items for each category
Review with stakeholders before implementing

Maintain regularly:

Update groups when organisational structure changes
Remove obsolete items promptly
Add new items as needed

How Users Interact with Groups

Finding Colleagues

Search by group in the Discover section
Filter by department or location
Browse group members to find specific people

Sharing Moments

Tag entire groups in Moments by creating lists by groups
Create group-specific recognition to assign spending pots by group categories

Feed Filtering

Filter their feed by groups they care about
Focus on department or location-specific content
Customise their experience based on interests

Troubleshooting

Group Not Appearing After Creation

Solution:

Refresh your browser page
Clear browser cache if needed
Wait a moment for system update

"Nothing Found" When Assigning Groups

Problem: No items added to the group category yet