Groups
Manual, smart, and external groups—what each is for.
What This Is For
A group is a named set of users you use for visibility, assignments, managers, Academy approvals, and reporting. Skillhabit has three kinds. Pick the kind that matches who should own membership.
| Kind | Who owns membership? | Typical use |
|---|---|---|
| Manual Group | You (or a manager with Manage group members) | Teams, cohorts, one-off lists you edit by hand |
| Smart Group | Rules on custom attributes | Departments, regions, roles that should stay in sync with profile data |
| External Groups | Your identity provider (for example Entra sync or SCIM) | Directory groups you chose to sync—see User Provisioning |
Smart groups are covered in depth on Smart Groups. This page is the overview and the manual / external paths.
Who This Is For
Administrators create and configure all group types. Managers open only the groups they oversee—see Managers.
Browse Groups
On the Groups tab, filter with cards:
- Manual Groups
- Smart Groups
- External Groups (shown when integration-synced groups exist)
Search by name. Open a group to edit it.
Create a Group
- Open Users & Groups → Add → Create Groups.
- Enter a Group Name.
- Choose Manual Group (“Add members yourself”) or Smart Group (“automatically add and remove members based on attributes”).
- For a smart group, add at least one condition before you can create—then continue on Smart Groups.
- Confirm. Skillhabit opens the group editor so you can finish managers (and members for manual groups).
External Groups are not created in this dialog—they appear when provisioning syncs them.
Manual Groups
In the group editor (Basic information, and Content when Academy approvals are enabled):
- Rename the group
- Assign Managers and their permissions (Managers)
- Add or remove members
- Handle member content requests from Academy (when that capability is on)
Managers with Manage group members can edit the member list from their manager view.
External Groups
Synced from Microsoft Entra ID, SCIM, or similar:
- Membership and usually the group name follow the external system (the name field shows as externally controlled)
- You can still assign managers in Skillhabit for Analyze scope and Academy approvals
- Filter the list with External Groups to find them quickly
Change directory membership in the IdP, not by hand in Skillhabit. Setup: User Provisioning.
