Electric IT Hub | Groups

Electric IT Hub | Groups

Introduction

Think of Groups as your IT and business operation templates. By organizing employees into customized groups, you create smart templates that help get employees what they need.

Groups must be configured with Applications to work their magic when it comes to employees. Without this set up, your onboarding and offboarding processes won't know which apps to grant or revoke without several more steps. Groups serve as presets that handle most employee cases, with flexibility for one-off exceptions when needed.

Whether you're organizing by departments, locations, or teams, Groups ensure every employee gets the tools they need. We've included starter templates as examples, but the real power comes when you customize them for your unique organization.

Setting Up Your Groups for Success

Pro Tip: Start with broad Groups (like "All Employees") for universal apps like your email app or chat provider app, then create specific Groups (like "Sales Team" or "Engineering") for role-specific tools.

Adding a Group

1. Log in to the IT Hub

2. Navigate to Groups under the People section

3. Click the + Add group button

4. Add a parent group (optional but helpful)

   • This lets your new group inherit applications automatically

   • Example: Your "Finance Team" group inherits essential apps from "All Employees" plus gets finance-specific tools

5. Enter your group name

6. Add employees

7. Click Add Group

Connecting Applications to Your Group

This step is important—it's what transforms your Group from a basic label into a preset IT Hub will use to streamline later operations.

1. Click on your group tile

2. Click Edit in the Default Applications section

3. Select the applications your group needs

4. Click Close

Managing Your Groups

Editing Group Details

Fine-tune your groups as your organization evolves:

1. Click the group tile you want to edit

2. Click the pencil icon next to the group name

3. Update the name and press Enter

Adding or Removing Applications

Keep your groups current as your app stack changes:

To add applications:

1. Click Edit in the Default Applications section

2. Select new applications to add

3. Click Close

To remove applications:

1. Click Edit in the Default Applications section

2. Click the X next to unwanted applications

3. Click Close

Managing Group Members

Adding employees to a group:

1. Click your group tile

2. Click +Add employees

3. Select employees to add

4. Choose applications for account setup tasks

5. Click Send application requests

Removing employees:

1. Click the 3 dots next to the employee

2. Select Remove from group

Deleting a Group

When it's time to retire a group:

1. Click the 3 dots on the group tile

2. Select Delete group

3. Confirm by clicking the delete button

Groups as Your “IT Template System”

Think of Groups as smart templates that make IT operations predictably smooth:

• 90% automation: Most employees fit standard Groups or Departments or Teams with similar needs.

• 10% flexibility: Handle unique cases with one-off adjustments on the Employee Profile,

• Consistent experience: Every new hire gets the right access, every time they are assigned to the Group

FAQ

Q: I see existing Groups in my platform—is that expected?

A: Absolutely! We've included starter Groups to jumpstart your setup. Feel free to customize these examples for your business or delete them and create your own from scratch.