What are Groups?

Learn how to make and utilize the Groups feature.

A Group is a collection of members that you add from Crystal Knows. Members within a Group will only be able to view profiles and create playbooks with other members of their same Group.

Any members not within a Group will be able to view all member profiles across all Groups in your organization.

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Here’s how to get started when creating a Group:

  1. Add the members to your Crystal organization.

    In order to create a Group, you first need to have members to group together. To add members to your organization: 
    1. Go to Organization settings from the menu at the top right. 
    2. Select Member's from the left side menu. 
    3. Click on Invite Members at the top of the page. 
    Additional information on inviting members can be found in this video tutorial
  2. Create new Groups.
    1. Go to Organization settings from the menu at the top right. 
    2. Select Groups from the left side menu. 
    3. Click on +Add Group and input your desired Group name and click Create.

      Groups Add Groupd

3. Manage Groups.

    1. Once your group has been created select "View Group" to add or edit the member list. 
    2. To edit the Group name or delete the Group from your Group list, click into the Group you would like to edit or delete and use the 3 dot menu at the top right to make changes. Note: Deleting a Group will NOT delete the members from your organization. 
    Group change new