---
title: Creating employee groups
description: Bring employees together, by name or by role, to designate them all at once as approvers, recipients or participants. A group grants no permission.
url: "https://illizeo.com/en/centre-aide/roles-employee-groups/"
updated: "2026-11-05"
category: "Platform / Permissions & roles"
---

# Creating employee groups

A group brings employees together, by name or by role, so that you can designate them all at once elsewhere in Illizeo: as approvers in a workflow, as the audience of an announcement, as participants in a review cycle… A group grants no permission. This article explains how to create, compose and delete a group. It is intended for the organisation’s administrators.

## Before you start

- Groups are managed in **Settings › Manage Employees › Groups**.
- You need “Settings — Access” and the “Groups (employees/roles) — CRUD & members” permission from the Roles & permissions section: **Access** level to view groups, **Execute** to create, edit and delete them. By default, only the Administrator role holds it.

## Group or role

The screen reminds you: “Group employees, by name or by role, to designate them all at once as approvers or recipients in approval workflows. A group grants no permission: roles are assigned in Roles & permissions.”

- A **role** grants permissions on a population (see [Understanding roles and permissions](https://illizeo.com/en/centre-aide/roles-understanding-permissions/)).
- A **group** is just a reusable list of people. Adding someone to a group does not open any screen to them.

## Where groups are used

A group can be chosen, among other places:

- as the approver of a workflow step, with the **Group member** approver type (see [Flows & approvals](https://illizeo.com/en/docs-category/platform-en/platform-flows-approvals/));
- in the **Target Groups** of an announcement and the audience of a company document;
- among the participants in a performance review cycle;
- as the population covered by a company rule;
- as the person responsible for a task in an onboarding template, and to limit the display of a dashboard quick action.

![The Groups page in Settings, Manage Employees: explanation text, Create a group button and the group cards with their number of members, their names and the Edit and Delete buttons](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/roles-employee-groups-01.en_.png?resize=800%2C291&quality=80&ssl=1)
Settings › Manage Employees › Groups.

## Creating a group

1. Click **+ Create a group**.
2. In the **New group** form, enter the **Group name**. Two groups cannot have the same name.
3. In **Members**, select the group’s employees.
4. Click **Create**. The message “Group created successfully” confirms it.

Each group then appears as a card, with its number of members and their names.

![The New group form open on the Groups page: Group name field, Members list and Create and Cancel buttons](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/roles-employee-groups-02.en_.png?resize=800%2C437&quality=80&ssl=1)
Creating a group: name and members.

## Editing or deleting a group

- **Edit** opens the group’s name and members on its card. Change them, then click **Save**.
- **Delete** asks for confirmation: “The N members will not be deleted, only the group.” Click **Delete** to confirm.

A deleted group no longer designates anyone. Before deleting it, check that no workflow, announcement or other setting still uses it.

## Composing a group by role

A group can also bring together the members of one or more roles, for example all HR managers. This is done from the group’s page.

1. On the groups page, the Settings side menu lists the groups under **Groups**. Click the group’s name.
2. On its page, open the **Roles** tab. The **Available** column lists the roles you can add, the **Assigned** column those in the group. Click a role to move it from one column to the other, or use **Add All Roles** and **Remove All**. The **Filter** field narrows each list.
3. Click **Save Changes**.

The **Employees** tab on the same page works the same way for named people, with **Add All Employees**.

## Good to know

- **A group is composed either by roles or by named people.** The tab you save from decides: saving from the **Employees** tab removes the group’s roles, saving from the **Roles** tab replaces the list of people. The **Edit** button in the list also saves by named people: it removes the roles from a group composed by role.
- **When composed by role**, the group brings together the active individual members of the chosen roles. Someone added to one of these roles later joins the group; someone removed from a role only leaves it the next time the **Roles** tab is saved. Automatic or dynamic members of a role are not included.
- Deleting a role removes it from the groups that contained it.

## FAQ

### My group has lost its roles.

It was saved from the **Employees** tab of its page or with the **Edit** button in the list. Reopen its page, choose its roles again in the **Roles** tab, then click **Save Changes**.

### Can a group be used to grant permissions?

No. To grant permissions to a set of people, use a role’s dynamic or automatic members (see [Assigning a role to employees](https://illizeo.com/en/centre-aide/roles-assign-a-role/)).

### *Similaire*