Group Structure
Groups are needed for the following:
- Targeted communications (e.g. sending campaigns and surveys to groups);
- Access permissions (e.g. access permission to a specific stream, shortcut section or document folder for a specific group);
- Admin permissions (e.g. so that a department head as a group admin to help his employees log in or send them a campaign/survey).
The more groups you set up, the more specific you can use with Beekeeper. Accordingly, it is better to create one group too many than too few.
Typical groups are:
- Location Group
- Department Group
- Team Group
- Function Group
- Project Group
- Leadership Group
- Apprentice Group
- Etc.
Most of our customers have stored in their HR system which employee works at which location and in which department. They can usually also export the corresponding data without any problems. Therefore, by default, we recommend that you create a group for each location and department and make the location- and department heads the group admin for their group.
To define which additional groups you should create, go back to the "Templates" document. Go to the "Solutions Brainstorm" tab you filled out and look at what you wrote for your ideas in the "Receiver" column. If the receiver is not just a single person, but a group of people, then you need a group for it.
Now go to the tab "Structure - Groups". This template will help you to define your groups in a structured way.
Groups are arranged alphabetically in the Beekeeper Dashboard. In order to structure them accordingly, we recommend that you use additions to the group names such as "Dept_Production" (Dept for department) or "Loc_New York" (Loc for location).
After you have defined your groups, create them in Beekeeper.
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