---
title: Groups Give Admins Precise Control Over Who Sees Whom in Performance Management
description: Organize attorneys and business professionals into practice groups, departments, or offices, and decide exactly which leaders can view each group's evaluations.
image: https://insights.joinflo.com/hubfs/groups-visibility-banner.png
---
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# Groups Give Admins Precise Control Over Who Sees Whom in Performance Management
[Katherine Allen October 20, 2026](https://insights.joinflo.com/product-updates/author/katherine-allen)
- [Product Updates](https://insights.joinflo.com/product-updates/tag/product-updates)
- 2 mins
One of the things that sets Flo apart is how consistently it translates specific client needs into real product capability. Groups in Flo Performance Management came directly out of working through how firms actually assign oversight responsibility, and the feature is now available to every firm.
## **The challenge**
Firms need to share evaluation data with the leaders responsible for different parts of the organization: a practice group chair for their attorneys, an office manager for their office, a department head for their team. Groups were needed to define a structured way for populations inside Flo Performance Management or to designate which leaders could see them. The alternative was manual assembly work outside the system.
## **What we launched**
Admins can now create Groups of employees in Flo Performance Management, organized however the firm's structure requires: by practice group, department, office, or any other grouping that makes sense. Groups are managed under My Organization in the left navigation.
Creating a group involves two steps:
1. **Add members.** Search and filter by department, office, level, or other profile fields to find the right people quickly, then select them. Groups can also be created in bulk via CSV upload. There is no limit to the number of groups an admin can create, and individuals can belong to multiple groups.
2. **Assign view-only access.** After selecting members, the admin designates which people within the group have view-only access. A practice group chair, for example, can be given view-only access to their own practice group. They will see everyone in it when a dashboard is attached to that group, but no one outside it, and without admin access to the system.
Once a group is saved, the admin can see a full list of members, with view-only members listed at the top. Membership and view-only designations can be updated at any time as the firm's structure changes.
## **Why it matters**
Groups are the mechanism that makes evaluation sharing precise. An admin controls exactly who appears on a dashboard and exactly who can see them. A practice group chair sees their own attorneys, an office manager sees their office, and neither can see the other's people. Evaluations stay visible only to the leaders who should have them, and the access model reflects the way the firm actually operates rather than a generic permission tier.
Groups also lay the groundwork for Leadership Dashboards. The groups you build here become the access units you assign when configuring a dashboard, so the investment in setting up groups correctly pays off across every dashboard you create.
Groups are designed to flex as your firm's structure changes. Membership is easy to update, and there are no limits on how many groups you can create or how many an individual can belong to. Tell us how the feature fits your firm's structure, and what you would want it to do next.
Want to see our latest updates in action? [Book a demo](https://www.joinflo.com/request-demo) and we'll walk you through them.
### Katherine Allen
Katherine Allen is the Co-Founder and CEO of Flo. Katherine is passionate about building solutions for the legal industry in collaboration with Flo’s clients, proudly partnering with 200+ law firm and law school CSOs across the U.S. and serving 10,000+ law students on Flo Recruit Forward.
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