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Managing a Group

How to update the filters in the existing Group? How to expand an existing Group? How to delete a Group?

Doris Sooläte avatar
Written by Doris Sooläte
Updated over 3 years ago

Updating the filters of an existing Group

To update the filters of an existing group, please:

  1. Access the Group that you would like to update

  2. Click on the filters summary at the top of the page

  3. A sidebar will open with the currently selected Group filters

  4. Start changing the filters directly in the sidebar

  5. Click on the "Save" button once you are ready

Note: Usually Groups are built based on the filtering criteria. When you change filters of the existing Group some Testers might not match with the filtering criteria anymore. For example, if you want Testers in your Group to speak the Polish language in addition to the previously selected Spanish, Testers that don't have the Polish language specified will be listed as "not-matching". Testlio Platform will notify you about the possible changes and who is affected so you can react accordingly - either keep or confirm the removal of selected/all testers.

Learn more about the dynamic changes here.

Example of Group filters update. Users can decide to either keep or continue removal of the non-matching Testers

Learn more about removing Tester from the Group in our dedicated article.

Expanding an existing Group

To expand an existing Group, please:

  1. Access the Group that you would like to expand

  2. Click on the "Expand the Group" button at the top right of the page

  3. New, recommended Testers will be displayed below the filtering summary

  4. You can now

    1. select some of the recommended Testers

    2. select "All" recommended Testers

    3. choose to display more recommended Testers by clicking on the "Show X More Testers" button

  5. Click on "Add X to the Group"

  6. If the Tester isn't part of any Groups within the Workspace you invited the Tester to, Tester will receive an invitation to join your Workspace that has to be accepted within 72 hours.

Deleting a Group

To delete a Group, please:

  1. Access Teams module

  2. Hover over the Group you would like to delete in the left sidebar, a Bin icon will appear

  3. Click on the bin icon to delete the Group

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