--- title: "Manage User Groups with an AI Assistant" slug: "manage-user-groups-with-an-ai-assistant" tags: ["Thrive Groups", "Group Rules"] updated: 2026-11-10T13:45:37Z published: 2026-11-10T13:45:37Z canonical: "docs.thrivelearning.com/manage-user-groups-with-an-ai-assistant" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.thrivelearning.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage User Groups with an AI Assistant You can use an AI assistant connected to the **Thrive MCP Server** to create and manage user groups in Thrive. Groups decide who gets which job roles and skill targets. You describe what you want in plain language, and the assistant shows you a preview first – it changes nothing until you approve. ### What You Can Do | Task | What Happens | | --- | --- | | Find groups | List all groups A to Z, or find groups whose name contains a word. | | Read a group | See its name, membership rules, and members (25 per page). | | Create a group | Make a new group with a name and description. A new group has no members. | | Rename a group | Change a group's name or description. | | Add rules | Thrive adds and removes members automatically. Users who match all the rules are members. | | Remove a rule | Remove one rule. The members can change as a result. | | Add members by hand | Add specific people to a group. | | Remove members by hand | Remove people who were added by hand. | | Give a job role to a group | Attach the group to a job role. Group members get the role and its skill targets. | You can't delete a group with the assistant. To delete a group, use Thrive. ### Before You Start | You Need | Details | | --- | --- | | Super Admin role | Only Super Admins can create or change groups. | | AI assistant | An assistant connected to the Thrive MCP Server, for example Claude, signed in with your own Thrive account. For setup, see [Setting up the Thrive MCP Server](https://docs.thrivelearning.com/docs/setting-up-the-thrive-mcp-server). | | Your Thrive URL | For example, acme.thrive.com. Replace [TENANT] in the prompts with it. | We recommend asking the assistant to read data first. Reading doesn't change anything in Thrive. ### How Membership Works A person can be in a group in two ways. | Type | How People Join | How People Leave | | --- | --- | --- | | Rules | Thrive adds them automatically when they match all the group's rules. | Thrive removes them when they stop matching. You can't remove them by hand – change the rules instead. | | Manual | You add them by hand. | You remove them by hand. | > [!NOTE] > Note: > > A group's rules always work together (AND). A person must match every rule. To create a group for Sales or Marketing, use one rule with two values – for example, job title is any of Sales, Marketing. If you add someone by hand who is already in the group through the rules, they become a manual member. After that, the rules don't remove them. A group with no rules is a static group. It only has manual members. ### Rule Types | Rule | Match Options | Values | Example | | --- | --- | --- | --- | | Skills | any, none | Skill names | Has any of the skills Python, SQL | | Interests | any, none | Topic names | Follows none of the topics Finance | | Job title | any, none, contains, not contains, starts with, ends with | Job titles. For contains, starts with, and ends with, use one value only. | Job title contains Manager | | Email domain | any, none | Email domains | Email domain is any of acme.com | | Language | any, none | Language codes | Language is any of fr-fr, de-de | | Has a line manager | yes, no | No values | Has a line manager: no | | Has direct reports | yes, no | No values | Has direct reports: yes | | Has indirect reports | yes, no | No values | Has indirect reports: yes | Use skill and topic names exactly as they appear in Thrive. ### Common Tasks Copy a prompt and change only the text in [square brackets]. Every prompt that makes a change asks the assistant to show a preview first. #### Find Groups (Read Only) ```txt List all user groups in [TENANT], A to Z, as a table of names and descriptions. Read every page until the list ends. Do not change anything. ``` To find one group, ask for groups whose name contains a word: ```txt In [TENANT], find the user groups whose name contains "[WORD]". Do not change anything. ``` #### Read a Group (Read Only) ```txt In [TENANT], show me the user group "[GROUP NAME]": its description, its membership rules with their rule IDs, and its members. Read every page of members. Do not change anything. ``` #### Create a Group with Rules ```txt In [TENANT], I want a new user group through the connected Thrive MCP server. Name: [GROUP NAME] Description: [DESCRIPTION] Rules (a person must match all of them): - [for example: job title contains Manager] - [for example: email domain is any of acme.com] First, call check_auth and tell me who I am signed in as. Then call list_user_groups with search to check that no group has this name already. Show me a preview of the group and its rules. Do not create anything until I approve. When I approve: create the group with create_user_group, add each rule with add_user_group_rule, then read the group back with get_user_group and show me the rules and the first page of members. ``` To create a static group, leave out the rules. #### Add or Remove a Rule ```txt In [TENANT], for the user group "[GROUP NAME]": [add a rule: has direct reports, yes] / [remove the rule: job title contains Manager]. First, read the group with get_user_group and show me its rules and the number of members now. Show me the change you will make. Do not change anything until I approve. After the change, read the group again and show me the rules and the members. ``` Remove one rule at a time. Rule IDs change after each removal, so the assistant must read the group again before the next one. #### Add People by Hand ```txt In [TENANT], add these people to the user group "[GROUP NAME]": [user IDs]. Show me a preview first. Do not change anything until I approve. After the change, read the group again and confirm that each person is a member. ``` The assistant needs each person's Thrive user ID. It can't find people by name or email address. #### Remove People by Hand ```txt In [TENANT], remove these people from the user group "[GROUP NAME]": [user IDs]. Show me a preview first. Do not change anything until I approve. After the change, read the group again and tell me if anyone is still a member. ``` You can only remove manual members. People in the group through its rules stay – to remove them, change the rules. #### Rename a Group ```txt In [TENANT], change the user group "[GROUP NAME]". New name: [NEW NAME]. New description: [NEW DESCRIPTION]. Show me the change first and do not change anything until I approve. ``` #### Give a Job Role to a Group ```txt In [TENANT], attach the user group "[GROUP NAME]" to the job role "[JOB ROLE NAME]". Find the group with list_user_groups and the role with list_job_roles. Show me the group, the role and the number of group members first. Do not change anything until I approve. After the change, read the groups of the role back with get_job_role_groups. ``` All group members get the job role and its skill targets. To set up many job roles at once, see [Create a Job role with AI Assistant](https://docs.thrivelearning.com/docs/create-a-role-with-an-ai-assistant). ### What to Check **Before you approve:** - The assistant is signed in as you, on the correct Thrive URL. - The group name is correct, and no other group has the same name. - Each rule is the one you mean. Remember that all rules must match. - Each skill and topic name matches the name in Thrive exactly. - For a job role, the group is correct. All its members get the role. **After the change:** - The assistant has read the group again, and the rules and members are what you expect. - The group in Thrive matches what the assistant reports. Members added through rules can take some time to update after a change. ### Troubleshooting | What You See | Why | What to Do | | --- | --- | --- | | FORBIDDEN | You don't have the Super Admin role. | Ask a Super Admin to give you the role, or to make the change. | | Group not found | The group name or ID is wrong. | List the groups and copy the exact name. | | Two groups have the same name | The assistant can't tell which one you mean. | Tell the assistant which group to use, based on its description or members. | | A person is still in the group after removal | They're in the group through its rules. | Change the rules, or accept that the person matches them. | | The group has too many or too few members | The rules work together (AND), or a value isn't exact. | Read the group and check each rule and its values. | | Rule not found | Rule IDs changed after a removal. | Read the group again and use the new rule ID. | | A result is unclear or the error is empty | The change may have worked. | Ask the assistant to read the group again before it retries. | | A group was created by mistake | The preview had a mistake. | Delete the group in Thrive. The assistant can't delete groups. | ### Limits - The assistant can't delete a group. - A group's rules always work together (AND). You can't create "rule A or rule B" – use one rule with more values where you can. - The assistant can't find people by name or email. To add people by hand, you need their user IDs. - Each rule or hand change can include up to 100 values or people. Split larger lists. - The assistant reads 25 groups or 25 members per page.