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. Without this association, 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.

Groups as Your “IT Template System”

Think of Groups as templates that make IT operations predictable:

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 apps and hardware when they are assigned to the group

Setting Up Groups

Pro Tip: If you don’t have an existing group structure, 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

Log in to the IT Hub
Navigate to Groups under the People section
Click the + Add group button
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
Enter your group name
Add Employees
Click Add Group

Connecting Applications to Your Group

⭐ This step is what transforms Group from a label on the employee to a preset IT Hub will use to streamline later operations.

Click Edit in the Applications tab
Select the applications relevant to the group needs
Select the correct next step based on the access level needed. A modal will appear to guide the admin user.

Managing Your Groups

Editing Group Name

Fine-tune your groups as your organization evolves.

Click the group tile you want to edit
Click edit Group button at the top right
Update the name and press Enter

Adding or Removing Applications

Keep your groups current as your app stack changes.

To add or remove applications:

Navigate to the Applications tab
Select new applications to add via the Actions button
Follow the prompts in the modal to confirm additions or removals, and the downstream desired impacts on group members

Deleting a Group

When it's time to retire a group:

Click the 3 dots on the group tile
Select Delete group
Confirm by clicking the delete button

Choose the Right Action for Employee in Modal

When adjusting groups for employees, you will see a few options for how you might want to adjust the employee now that they are being added or removed from the group.

The options in the modal are:

Needs accounts – Grant this employee access to the group’s applications by creating requests.
Has accounts – Employee already has access; update profile to reflect it (no requests sent).
Review applications individually – Decide access for each application.

Note that if you select to create requests, emails will be sent and tasks will be generated in the Tasks panel of the product to ensure that the new employees are added or removed according to the group edits.

Groups Synced from HR System

Why Synced Groups are Limited

Groups that are synced from a third-party system (like HR software) cannot be adjusted in Electric.
You cannot directly edit their employee membership, group name, or make subgroups within the Electric platform.
- Only application assignment is allowed after the groups sync from the source system.
When groups sync from the source system, Electric acts as a mirror of that data. If edits were allowed in both places, it would create conflicts that would create inconsistencies between systems.

⭐ To keep your data accurate and in sync, the HR source system remains the single source of truth for these groups when synced.