Overview

Home Groups are a feature designed to assign a primary group to users who are part of multiple groups within a platform, streamlining reporting, analytics, and content suggestions. The article explains the process of adding users to Home Groups, including adding individuals and bulk uploading, as well as updating existing users through coordination with a Customer Success Manager. It emphasizes the need for accurate CSV file formatting and provides resources for further assistance.

 

Information

What are Home Groups?

Home Groups is a feature that allows for the designation of a primary group for users who belong to multiple groups on a larger platform. This designation is important for managing reporting and analytics, suggested posts, and other functionalities.

 

NOTE: A user can only be in one Home Group, and they must be a member of that group to have it selected as their Home Group.

 

For example, in the bulk user upload CSV shown below, the Home Group in column 6 is also listed under the corresponding Group IDs column for each user:

 

 

This article will guide you through the process of adding your team members to Home Groups by:

• Adding Individual New Users
• Bulk Uploading New Users (adding home groups when sending mass invites to join the platform)
• Bulk Updating Active Users (adding home groups to a large list of active users)

 

Adding Individual New Users

When adding new users, the process remains the same. The only change is that you now need to specify which Home Group the user should belong to.

 

Notice in the example below, the user added is a part of 4 groups. However, among these 4 groups, only 1 Home Group has been designated:

 

 

Bulk Uploading New Users

When bulk uploading new users with a CSV file, it is now required to include an additional column. This column should specify the primary group for the user, selected from the two groups assigned to the user in the groups column.

 

 

Bulk Updating Active Users

What happens to all of the existing users that have been on the platform before Home Groups was created as a feature?

 

To make mass changes for users that were added prior to the product feature release, you can request this as a change to your Customer Success Manager (CSM).

 

Please provide a CSV with the following columns: User ID & New Home Group ID.

 

Remember - Home Group IDs are the same as the Group IDs, which can be found on the Group page of the admin portal:

 

 

Helpful Resources

Explore the following resources to get started and make the most of your PostBeyond experience:

• Getting Started with PostBeyond!
• Use These Email Templates to Launch Your PostBeyond Program
• Sign Up for PostBeyond Platform Training!

 

FAQ

What is a Home Group?

A Home Group is a primary group assigned to a user who belongs to multiple groups on a platform, used to manage reporting, analytics, and other functionalities.

Can a user be part of more than one Home Group?

No, a user can only be in one Home Group and must be a member of that group to have it designated as their Home Group.

How do I add a new user to a Home Group?

When adding a new user, specify which Home Group they should belong to in the process of adding them to the platform.

What is required when bulk uploading new users for Home Groups?

When bulk uploading new users with a CSV file, include an additional column that specifies the primary group for the user, selected from the groups assigned to them.

How can I update existing users to assign them to Home Groups?

To update existing users, provide a CSV with User ID and New Home Group ID to your Customer Success Manager, who will assist with the changes.