With Microsoft Kaizala, you can send instant messages, pictures, and documents to other Kaizala users. You can also create Kaizala Actions, like polls and surveys, and send them to an individual user or a group. You can create Kaizala groups and add users to them individually or in bulk. The groups can be created either both from the mobile app and the Kaizala management portal. However, bulk creation and management capabilities are only available through the Kaizala management portal.
Check out Kaizala users for information about adding users to Kaizala Groups.
There are two type of Kaizala groups:
Kaizala organization groups These groups belong to your organization and are created via the Kaizala management portal. A group admin can link a Kaizala group, created through the mobile app, to an organization through the Settings page, or from the private groups tab. Kaizala group admins can only manage the groups that they are admins of. Conversely, Office 365 global admins will have access and ability to manage all organization groups; even those that they aren't even members of.
Kaizala private groups These are the groups that aren't linked to any organization and are created via the mobile app. Kaizala private groups can't be managed via the Kaizala management portal. Only Kaizala group members and Kaizala group admins can view or manage private groups. To be able to manage these groups, the Kaizala group admin has to link them to an organization group.
Create Kaizala groups
Follow the steps to create a new Kaizala group.
On the Kaizala management portal, from the left navigation bar, choose Groups. Then select Create Group, enter the group name and click or tap Create.
On the Users tab, make sure the phone numbers are from the right region. Then enter a phone number in the text box for every user you want to add to this Kaizala Group. You can also enter a list of comma-separated phone numbers. Finally, click or tap Add users. For example, to add 3 users, enter: 99885544, 99885543, 99885542.
Once you've added users to Kaizala Groups, you can now start sending surveys, polls, and other actions via the mobile app. Check out creating a Kaizala Action for more details.
Add multiple user phone numbers to a Kaizala group
If you want to add several users without using the comma separated list, you can do so using Bulk upload. There are two types of groups:
User Group Mapping Use this CSV template file to enter the group name, users' phone numbers, and user type. You can add multiple groups at a time. The CSV template file contains relevant instructions and examples. Read the instructions carefully before filling and uploading the file. This file is mandatory and must be uploaded before proceeding to the next step.
Parent Group Mapping Use this CSV template file to define the group hierarchy. Parent and child group name can be provided in the list to setup the groups as per required organization structure. This file is optional. The groups, for which the child group name doesn't exist in the template CSV file, are ignored in the parent group mapping file.
You can add multiple groups and users at once from an Excel spreadsheet or other file saved in CSV format. Add several users at the same time to Office 365 - Admin Help
Click or tap Groups and then click or tap Bulk Upload Users.
On the Bulk Upload Users page, download the User Group Mapping CSV template file. Follow the steps to add your groups and user phone numbers. If you want to define group hierarchy, download and use the Parent Group Mapping CSV template file. Save the file to a location that you'll remember.
On the Bulk Upload Users page, select the file you saved previously, and click Upload.
If there are problems with the file, they are displayed in the panel. Click on the job time stamp link to see the detailed logs.
If there aren't any problems with the file, click Upload to upload your groups and users info.
Add a Kaizala subgroup
On the Kaizala management portal, from the left navigation bar, choose Groups. Then chose a group from the dropdown list and click or tap Add Group.
Remove a Kaizala subgroup
On the Kaizala management portal, from the left navigation bar, choose Groups. Then chose a group from the dropdown list and click or tap Remove.
Export Kaizala group information
You can export all Kaizala group information to a CSV file.
On the Kaizala management portal, from the left navigation bar, choose Groups. Then chose Bulk Upload Users.
Click or tap Export Existing Groups.
You can then view groups and users information from an Excel spreadsheet or another app that can open CSV files. Add several users at the same time to Office 365 - Admin Help
Troubleshooting Kaizala groups
Read this section to help troubleshoot groups issues that you're having in Kaizala.
I am unable to add groups through Bulk Upload Users feature
For each bulk upload activity, there is a unique job that gets created. From the Kaizala home page, go to Groups, Bulk Upload Users to view the history of bulk upload jobs. Find the job that you're having issues with, click on the job name, and read the error log to find any errors. Fix the errors and then try to re-run the bulk upload.
I already created a group from mobile app. How do I convert this to an organization group?
By default, when a group is created from the mobile app, it's created as a private group. You can convert it to an organization group from the Settings page in the Kaizala admin portal. You can also convert an organization group into a private group, but you can't convert a private group to an organization group or vice-versa from the mobile app.
I am a Kaizala organization admin. I converted an organization group to a private group, which I am not a member of, and now I can't see it anymore. Where did it go?
This is by design. Kaizala organization admins can only see the organization groups. They can't see other private groups unless they are a member or administrator of those groups.