Letsignit allows you to create and manage user groups (independently from those imported via your company directory synchronization).
To create or view your groups, click on the Team menu in the main navigation bar :
Then click on the Groups tab to view your directory groups (if a directory synchronization is in place) and the groups you have created directly in Letsignit.
There are 3 types of groups in Letsignit:
Directory Groups: These are existing groups from your company directory. They cannot be edited or deleted in Letsignit. You can only view the group members and assign a signature or a campaign. Any modifications must be made directly in your Office 365 or Google Workspace admin console.
Standard Groups: These are groups you can create, edit, and delete within Letsignit. They are independent of your directory.
Dynamic Groups: This feature allows you to create rules based on an attribute that will automatically generate user groups according to the values found in their profiles.
1 – Standard Groups
Click the Create a group button at the top right of the screen.
A modal will open, where you can choose the Standard type.
Click Next.
Enter:
A group name
One or several attributes that will determine which users are added to the group
Examples:
If you want to create a group only for Managers: select the filter Job Title, choose Equals, and set the keyword Manager. The list of matching users will appear.
If you want a group for Managers or Directors located in Paris:
Select the filter Job Title, choose Equals, and set the keyword Manager.
Add another keyword by clicking the + icon and entering Director.
Then click Add an attribute to filter by City, with the value Equals Paris.
Finally, click Create. Your group will now appear in the Groups section.
Note:
If you want to exclude specific users (by email, name, or phone number) or entire sets of users (e.g., all Directors), you can use the Exclude operator. A dedicated is available on this topic.FAQ
2 – Dynamic Groups
Click the Create a group button at the top right of the screen.
A modal will open, where you can choose the Dynamic type.
Click Next.
• Choose an attribute to base the dynamic group on.
• Click Create Groups.
The dynamic rule is now created, along with the associated groups.
Example:
If you want to create a group for each office (e.g., Paris, Marseille & Lyon), you can create a dynamic rule based on the City attribute.
Once generated, all the groups corresponding to the values found in user profiles will be automatically created.
Users who don’t have a value for the selected attribute will be grouped into a separate None group, making it easier to manage them.
You can view all your dynamic rules and identify the number of groups created by each one.
Every new user is automatically added to the corresponding group. Similarly, when a user’s profile is updated, the groups are automatically refreshed.
⚠️ Important:
Dynamic groups cannot be edited directly, as they are generated from specific rules based on user information.
An individual dynamic group cannot be deleted. Only the dynamic rule can be deleted, which will remove all associated groups.
3 - Editing a Group
Only Standard Groups (created in Letsignit) can be modified. Directory Groups can only be edited in your Office 365 or Google Workspace admin console.
To edit a Standard Group:
Select the group you want to modify.
Click on the group Actions menu (3 dots on the right), then click Delete, followed by Permanently Delete to confirm.
You can also do this from the group detail page.
Our team is available for any questions via chat or at customercare@letsignit.com
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