Who this applies to
Role | Can do |
Power User | Yes |
Loop Creator | Yes |
Before you start
You must have access to the Groups area within WorkBuzz Dialogue.
Have the first name, last name, and email address of each person you wish to add ready before you begin.
Step-by-step instructions
1. Navigate to the Groups dashboard
Open WorkBuzz Dialogue and go to the Groups dashboard.
2. Click Create a Group
From the Groups dashboard, click the Create a Group.
3. Select Add Manually
A list of options will appear. Select the third option: Add Manually.
4. Enter contact details
You will see a form with three fields: First Name, Last Name, and Email. Enter the details for your first contact.
5. Add further contacts
Below the Email field, you will see an option to add another person. Click it to add a new row. You can continue adding as many contacts as needed.
6. Click Add
Once you have entered all contacts, click Add. The entries will then appear on your Add People dashboard.
7. Review and manage entries on the Add People dashboard
On the Add People dashboard, review the list of entries.
⚠️ Optional — editing your list: If you need to make changes, select a row and use the Actions menu. Options available are:
Delete All Rows
Delete Selected Rows
Delete an individual using the control on the right-hand side
⚠️ Optional — adding more people at this stage:
You can also add further contacts here using Import from Microsoft, Import CSV, or Add Manually.
8. Click Confirm People
Once you are happy with the recipients, click Confirm People.
9. Name the group
Enter a name for the group.
10. Add a description (optional)
Optionally, give the group a description.
11. Share your group (optional)
Optionally, make your group public and share with your organisation.
12. Click Create Group
Click Create Group. The group will now appear in your group selection.
What happens next
Your new group now appears in your group selection and is ready to use. From here, you can share the group publicly or edit it at any time by adding and removing individuals as required.
Common questions
Can I edit the group after I have created it?
Yes. Once the group has been created it will appear in your group selection. You can edit it at any time by adding or removing individuals as required.
What if I need to remove someone before confirming the group?
On the Add People dashboard, select the row for that person and use the Actions menu to choose Delete Selected Rows, or delete the individual using the control on the right-hand side of the screen.
Can I mix manual entry with a CSV upload or Microsoft import in the same group?
Yes. From the Add People dashboard you can combine methods — use Import from Microsoft, Import CSV, or Add Manually to add contacts from different sources before clicking Confirm People.
What roles can create a group manually?
Power Users and Loop Creators can perform this task. If you do not see the Create a Group button on your Groups dashboard, check with your administrator that your role has the correct permissions.