How to create a group?

Create Groups

Follow the steps below to create a group in SmartWinnr:

  • Navigate to EDITOR > Settings > Groups.
  • Click on Add New Group.

A ‘Public’ group will be visible to all and other Editors will also be able to reuse it, while a ‘Private’ group will be visible only to you.

  • Enter a Group Name and Description.

    Select the Group Type:

    • Public Group: Visible to all Editors and reusable by others.
    • Private Group: Visible only to the creator.

If you choose the Group Type as public, then you need to select the Business Unit and Country to whom this group will be visible. 

Once you have added the required details to create a group, click on the ' Save And Add Members' button.

Now, in the next step, add members to this new group. You can select members through the Search/Advanced Search given in the selection screen. Once you have made the necessary selections, click on ‘ Add Selected Members’ button at the bottom of the screen.

SmartWinnr also provides an option to upload users in bulk.

There is an Upload Users option available at the top-right corner of the Groups page. Clicking on this button will navigate you to the bulk user upload page.

  • Select Type of Action as Add Users.

    Choose the User Identifier:

    • Email Address, or
    • User Identifier
  • Click on Download Template to download the CSV format.

  • Open the downloaded template and fill in the required user email IDs or user identifiers.
  • Save the file in CSV format.

  • Upload the CSV file by clicking the Upload button.

Once uploaded successfully, the users will be added to the selected group.

To Remove Users in Bulk:

  1. Select Type of Action as Remove Users.
  2. Follow the same steps by downloading the template, entering the user details, and uploading the CSV file.

This action will update the group accordingly. Once created or updated, all groups will be visible on the Groups page for easy access and management.