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Set up a Cohort

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Cohorts allow you to create custom groupings to suit your workflows and unique structure, making communication within your groups in Wambi more relevant and personalized. Follow these steps to set up your cohorts!


Add a Cohort


  1. Navigate to a group where you are a group admin on mobile or desktop
  2. On the left sidebar of the group profile, click the bottom option

    1. If it reads Add Group, proceed to step 3
    2. If it reads # Groups, click this to open the Groups modal and click the purple Create a group option at the top of the list and proceed to step 3
  3. Add a group name that helps the members know at a glance the purpose of the cohort (e.g., NICU Blue Team, Tanya's Team, North Shore Wambi Champions, etc.)
  4. Select the group type that best fits the cohort
  5. Enter a description for the cohort; this will appear under the name in the group profile
  6. Click  Add members 

    1. To add members individually, search for the respective members and click the Add button next to their profile image
    2. To add multiple users at once, select the   Bulk Add option next to the search bar and paste email addresses or employee IDs, one per line, to add users as members to your cohort; click Import to finalize the list
  7. Finally, determine your desired settings for the group:
Membership
  •  Open to All: anyone can join this group from the group profile page
  •  Controlled (default): the group admins manage group membership by manually adding users

Post privileges
  •  All Members (default): all members of this group can make posts in the feed
  •  Group Admins Only: only group admins of this group's domain can make posts in the feed

Visibility
  •  Everyone: This group is visible to everyone; all content from this group will appear on the main newsfeed
  •  Group Members Only (default): This group is private; only members of this group can view and add content

  NOTE


If you change the group visibility setting from "group members only" to "everyone" after content has been added to your group, it will be visible to everyone in your organization immediately after saving your changes!

That's it! Once you are ready to kick off your cohort, click Create Group and make sure to create a post to welcome everyone to your cohort! 


Now that your cohort is set up, you can share a link to prompt your team to join your cohort!


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R
Rebecca is the author of this solution article.

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