🧼 TL;DR:
Used to assign roles, manage access, and place users into the right Spaces and feeds automatically.
What Is Auto-Grouping?
Auto-grouping lets admins define how users are grouped based on profile fields. These dynamic groupings make it easy to:
Assign roles and permissions
Control access to Spaces and feeds
Auto-place users in the right store chats or team feeds
Suggest relevant contacts during onboarding or chat setup
What Fields Can Be Used for Auto-Grouping?
Admins can configure auto-grouping using:
Location (e.g. Store 105, Chicago Office)
Title (e.g. Store Manager, Sales Associate)
Department (e.g. HR, Operations, Finance)
These fields are pulled via HRIS integration or managed manually in user profiles.
Examples of How Auto-Grouping Works
A Space is linked to Location: Store 210 → any user with that location is auto-added
Users with Title: Store Manager are given publishing access to company feeds
Create a group like Managers in the East by combining title + location criteria
Users with Department: HR are granted access to HR-only feeds
Uniteam groups users based on profile data—you decide what those groups control.
What Auto-Groups Enable
Streamlined role and permission assignment
Smart access rules for Spaces and feeds
Automatic placement in the right chat groups
Cleaner onboarding and fewer manual steps for admins
💡 Pro Tip:
Keep your profile fields clean and consistent. “Store Manager” and “Manager, Store” aren’t the same—standard naming matters.