Workflow / Using the feature

Creating a new Group on Compass

Feature Details


Why do we need the feature?

Communication plays a significant role in any organization. One can communicate by sharing ideas, information, views, facts with one person or a group of people.

Groups, in their typical sense, are a way to club end users on Compass. It can be done based on any parameter available in the user data like forming a group of people belonging to the same department, designation etc. These parameters could be anything from their designations to work locations to departments, etc.

Groups can be used to share specific communication to the relevant end users via the means of file uploads, greetings, badges, and emoticons in the form of posts. These posts can then be acknowledged in the form of likes and high-fives and can also be commented on. This way Groups help in connecting people.

Workflow / Using the feature

On the Web Portal, Groups can be accessed by clicking on the Groups option available in the left pane of the webpage as shown below.

Every account has a default system generated group called Townhall which has all the end users added in the Users on Compass. Apart from that, admins can choose to create custom groups based on various participant criteria like discussed earlier.

Clicking on groups will land the admin/user to the Townhall tab, where all communication that went through Townhall are visible and available to the user. Below are the actions that can be performed on these communications:

  • Comment

  • Like post

  • High-five on the post

The comments are visible inline on the specific post while the dynamic count of likes and high-fives are shown on the post, giving an indication of how well the post/message/communication was received.

Also, in each group, the total number of current participants is available on the top right of the page as visible in the above screenshot.

Creating a new post on Compass

Creating a new post on Compass is simple. All one needs to do is to go to the group of choice where the post needs to be created. The very first message box gives the admin/user the ability to post a message to everyone present in the group, as shown in the screenshot below:

Once clicked in the message box, it’d expand you to give further options listed below:

  • Emoticons - Compass also supports a wide range of emoticons for you to share your emotion on the post in the form of smileys

Next, clicking on the View all groups option would display to the end user all the groups that he/she is a part of. Click on the specific group to go in and view all the group-specific communication within the group.

In the event of you being a part of multiple groups, you can also search for a particular group using the search box available at the top of the groups listed as shown in the screenshot below.

Creating a new Group on Compass

To create a new group on Compass, simply create on the + Add New Group button on the top right under the My Groups tab. Please note that this option is only available to admins.

This will give you a pop up asking you to fill in the groups details as listed below:

Group Image/Display Picture - Click on the blue pencil icon to upload a picture of choice representing your group to be created

Group Name - Name of your group

Description - A short description of your group giving visibility of it’s purpose to the end users

Privacy Settings - This keeps you two options, Open Group (anyone can join) and Closed Group (approval required from the admin to join group)

The next option gives you the ability to add members automatically based on the user hierarchy so that new employees joining can be added automatically in the group. The various hierarchy use cases are covered below in the screenshots.

Once the required group is created, it is available on the UI as a card like shown in the screenshot below.

You can also manually add more members to the group by clicking on the blue +add people icon beside the 3 dots on the group card.

Clicking on the three dots gives you three options further:

  • Edit Group - This will take you to a UI similar to the program creation where you can edit the group details

  • Member Permissions - This option allows you as an admin to control the various actions that can be taken by the end user in the group on two levels - Access and Nature of Conversations, as shown in the screenshot below.

The below screenshots have all the options that can be constrained for various types of end users, those being admins, members and non-members here.

All the permissions can be revoked/granted for the three user personas by clicking on the checkboxes accordingly.

Auto deletion of a Group

  • To delete a group

    1. Remove all the members of the group.

    2. Leave the group as the admin.

    3. This will then auto-delete the group.

Feature Details




This feature helps to manage communications to end users in defined scope/participant criteria


To enable admins to manage incentive specific communication and provide dedicated channels for it on Compass


- Enable admins to have a channel for communication

- Enable end users to a have a dedicated space for viewing all communication

- Enable admins to share relevant docs/files using single posts and users to retrieve it

- Enable a conducive environment for end users to share and appreciate thoughts/ideas


Admin, End users

Not doing


Acceptance criteria

1. Visible, newly created group under Groups

2. End users able to create/view communication as per defined access


How long it takes for people to interact with the feature for the first time, measure of ease of use and adaptability

This is a simple to understand feature for the end users with limited options for them. On the admin side, it would take an extra effort to understand the creation and configuration of the group.

How often feature is being used

Not an integral part of incentive calculation, however used on a case to case basis for communication

How long users spend interacting with the feature

Depends on the required frequency of communication

Abandonment rate

Could be higher in cases where clients would have their own established communication channels and prefer using those. In other cases where this feature is being used, it depends on the frequency of communication that goes out.

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