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Group management and Smart Grouping

Organize employees into groups for targeted campaigns and granular reporting, including dynamic Smart Groups built from employee attributes.

Groups let you organize employees so you can target campaigns and break down reporting by team, location, or role.

Open Employees in the left sidebar (under Organization) to manage them: the Groups tab lists all your groups, and the Smart grouping tab builds groups automatically from employee attributes.

The Groups tab listing groups with their provider, ID, Managed-by badges, and employee count

1. Groups

The Groups tab lists every group in your organization. Each row shows:

  • Name: the group's display name.

  • External provider: the identity provider a synced group comes from (SCIM or LDAP), if any.

  • External id: the group's ID in that identity provider.

  • Managed by: how the group's members are added, shown as one badge per source: a person badge for manual membership, a sparkle badge for Smart grouping, and a refresh badge for external sync. A group can show more than one badge if it draws members from multiple sources.

  • # of Employees: how many employees are currently in the group.

1.1 Add a group

There are three ways to create groups:

  • Automated provisioning: groups synced via SCIM or LDAP are managed by your identity provider. Membership updates on the next sync.

  • Manual creation: click Add in the top right to create a static group, then assign employees to it from the Employees tab.

  • Smart Grouping: dynamic groups revel8 fills automatically from a rule (see Smart Grouping below).

1.2 Edit a manual group

  1. Click the edit (pencil) icon on the right of the group row.

  2. Update the Name.

  3. Click Save.

The Edit group dialog with a Name field and a Save button

1.3 Delete manual groups

  1. Select groups with the checkboxes on the left.

  2. Click Delete.

  3. Confirm by clicking Delete again.

⚠️ Warning
You can't delete a group that has members managed by Smart Grouping or external sync. For a Smart Group, delete its rule on the Smart grouping tab instead, which removes every group that rule created. For a synced group, remove it at the identity provider.

1.4 Group types at a glance

Group type

How members are assigned

Identifier

Source

Manual group

You assign employees by hand

Internal platform ID

A local Admin

Provisioned group

Synced from your directory

External provider ID

SCIM or LDAP

Smart Group

A rule fills it automatically from employee attributes

Sparkle badge in Managed by

Smart Grouping

2. Smart Grouping

Smart Grouping creates dynamic groups from a rule applied to employee attributes, for example one group per country or all high-risk employees. The engine re-evaluates the rule and updates membership for you.

Open the Smart grouping tab to see your rules. Each row shows the rule's Order, Name, Code, the Groups it produced, its Scope, and its Status (running, succeeded with when it last ran, failed, or never run). Run Pipeline re-runs the rules on demand.

The Smart grouping tab listing a rule with its code, scope, and status, plus Add and Run Pipeline buttons

2.1 Create a Smart Group

  1. On the Smart grouping tab, click Add.

  2. Choose how to create the rule:

    The

    • Choose from catalog: click Browse catalog, select one or more predefined functions (for example Group per Country, High Risk, or Repeat Clickers), set each one's Scope, and click Import selected.

      The predefined smart functions catalog with selectable rules and a per-rule Scope

    • Create manually: click Start from scratch to build a rule yourself.

For a manual rule, the builder has two steps.

  1. On Details, enter a Name, an optional Description, and a Scope, then click Next.

    The Details step of a new smart function, with Name, Description, and Scope fields

  2. On Code & assistant, write the rule in the code editor, or describe the group you want in the Assistant panel and let it draft the code. Click Apply to editor to insert a suggestion.

    The Code & assistant step: a code editor beside an AI assistant that drafts the getGroupName function

  3. Click Save to store the rule, or Save & Execute to store it and run it right away.

💡 Tip
Describe the group in plain language in the Assistant ("one group per country based on the country attribute"), and it writes the code for you. Review it, then click Apply to editor.

2.2 How the rule works

A Smart Group rule is a JavaScript function, getGroupName(employee), that the platform runs for every employee:

  • It receives an employee object with attributes such as firstName, department, jobTitle, country, company, companyCode, status, userType, and tags. The manager is a nested employee, so you can read employee.manager.firstName. Recent activity counts are available too.

  • It returns the group name to put the employee in, or null to leave them out of any group for that rule.

One rule can create many groups: if the function returns different strings, revel8 creates a separate group for each unique value. A rule that returns employee.country builds a "Germany", "France", and "Spain" group as distinct entries.

2.3 Scope

Scope controls where a Smart Group can be used:

  • Reporting: the groups appear in your analytics and Human Risk Monitor dashboards.

  • Scheduling: the groups are available when you target campaigns.

2.4 When Smart Groups update

Smart Groups re-run automatically once a day, and whenever you change the rule. To refresh them immediately, click Run Pipeline on the Smart grouping tab.

Frequently asked questions

What's the difference between a Smart Group and a normal group?

Normal groups are static: members are assigned by hand or synced from a directory. Smart Groups are dynamic: a rule adds and removes members automatically based on their current attributes.

How do I spot a Smart Group in the list?

By the sparkle badge in the Managed by column of the Groups tab.

Do I need to know JavaScript?

No. Describe the group in the Assistant and it writes the getGroupName function for you.

Which attributes can the rule use?

Personal (firstName, lastName, email, salutation), organization (department, jobTitle, company, companyCode, manager), location (country, streetAddress, locality, region, postalCode, timeZone), and status (status, userType, tags), among others.

Can one rule create several groups?

Yes. Each unique string the function returns becomes its own group.

What if the function returns null?

That employee isn't added to any group by that rule.

When does a Smart Group update?

Once a day automatically, and on every change to the rule. Use Run Pipeline to update on demand.

What does deleting a rule do?

It removes every group that rule created.

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