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What are Student Groups?

Student groups help you organize students into meaningful collections for safeguarding purposes. Groups make it easier to monitor specific cohorts, run targeted reports, and manage user access to student records.
Student groups are a Signal-only feature. They’re not synced from your MIS and don’t affect your school information system.

Why Use Student Groups?

Targeted Monitoring

Track vulnerable cohorts like Children in Care or students on behaviour plans

Access Control

Grant specific staff access only to students in certain groups

Efficient Reporting

Generate reports for specific student populations quickly

Alert Configuration

Set up alerts that trigger only for students in specific groups

Common Group Types

Here are examples of student groups schools typically create:
Track students requiring enhanced safeguarding:
  • Children in Care (CiC)
  • Child Protection Plan
  • Early Help
  • Young Carers
  • Previously Looked After Children

Creating a Student Group

1

Navigate to Groups

Go to Students → Groups in the main navigation
2

Click New Group

Click the New Group button in the top right
3

Enter Group Details

Provide the following information:
  • Group Name: Clear, descriptive name (e.g., “Children in Care”)
  • Description: Optional details about the group’s purpose
  • Color: Choose a color to help identify the group visually
  • Type: Select the group category (Vulnerability, Organizational, Support, etc.)
4

Add Students

Add students to the group using one of these methods:
  • Search and select individual students
  • Upload a CSV file with student IDs
  • Apply filters to bulk-add students matching criteria
5

Configure Permissions

Optionally restrict who can view students in this group (see Permissions below)
6

Save Group

Click Create Group to save

Group Details

FieldRequiredDescription
NameYesThe group name (e.g., “Child Protection Plan”)
DescriptionNoAdditional context about the group’s purpose
ColorNoVisual identifier (appears as a badge on student profiles)
TypeYesCategory: Vulnerability, Organizational, Support, or Custom
Auto-Update RulesNoAutomatically add/remove students based on criteria

Managing Group Membership

Adding Students to a Group

You can add students in several ways:
1

Open the Group

Navigate to Students → Groups and click the group name
2

Click Add Students

Click Add Students button
3

Search and Select

Search for students by name and select them one by one
4

Save

Click Add to update the group membership

Removing Students from a Group

1

Open the Group

Navigate to Students → Groups and click the group name
2

Find the Student

Locate the student in the members list
3

Remove Member

Click the icon next to the student’s name
4

Confirm Removal

Confirm you want to remove the student from the group
Removing a student from a group doesn’t delete their record or incident history. It only removes them from this organizational grouping.

Auto-Update Rules

Auto-update rules automatically add or remove students from groups based on specific criteria. This keeps groups current without manual updates.

Creating Auto-Update Rules

1

Edit the Group

Open the group and click Edit Group
2

Enable Auto-Update

Toggle Auto-Update Rules to enabled
3

Define Criteria

Set the conditions that students must meet to be in the group:
  • Year group equals “Year 7”
  • SEN status is “EHC Plan”
  • Free school meals is “Yes”
  • Custom field matches specific value
4

Set Update Frequency

Choose how often Signal checks and updates membership:
  • Daily (recommended for most groups)
  • Weekly
  • Monthly
5

Save Rules

Click Save to activate the auto-update rules

Example Auto-Update Rules

Criteria: Year Group equals “Year 7”Updates: DailyAutomatically includes all Year 7 students. When students move to Year 8 (after year group update), they’re automatically removed.
Criteria: Free School Meals equals “Yes”Updates: WeeklyKeeps the group current as FSM status changes in your MIS.
Criteria:
  • Group contains “Child Protection Plan” OR
  • Group contains “Children in Care” OR
  • Incident count in last 30 days ≥ 5
Updates: DailyCombines multiple criteria for a dynamic safeguarding concern group.
Auto-update rules work with data from your MIS integration. If you’re managing students manually, you’ll need to update group membership manually too.

Using Groups for Access Control

Student groups can control which staff members can view specific students’ records.

Configuring Group Permissions

1

Edit the Group

Navigate to the group and click Edit Group
2

Enable Access Control

Toggle Restrict Access to enabled
3

Add Users or User Groups

Select which users or user groups should have access to students in this group
4

Set Permission Level

Choose what level of access they have:
  • View Only: Can see student profiles and timelines
  • View & Edit: Can also edit student details and log incidents
5

Save Permissions

Click Save to apply the access rules
Access Control Hierarchy:
  • Admins and DSLs always have access to all students, regardless of group settings
  • Access control only affects Staff and Viewer roles
  • If a student is in multiple groups with different permissions, the most permissive access applies

Example Access Control Scenarios

Scenario: Only sixth form pastoral staff should access Year 12-13 studentsSetup:
  1. Create “Sixth Form” student group (auto-update: Year Group = 12 or 13)
  2. Create “Sixth Form Staff” user group
  3. Enable access control on student group
  4. Grant “Sixth Form Staff” user group view & edit access

Viewing and Filtering Students by Group

On Student Profiles

Student group memberships appear as colored badges on student profiles:
  • View all groups a student belongs to at the top of their profile
  • Click a group badge to see all other students in that group

In Student Lists

Filter the main student list by groups:
1

Go to Students

Navigate to Students in the main sidebar
2

Open Filters

Click the Filter button above the student list
3

Select Groups

Choose one or more student groups from the Groups filter dropdown
4

Apply

Click Apply Filters to see only students in the selected groups

Reporting on Student Groups

Generate reports filtered by student groups:
  1. Navigate to Reports
  2. Choose your report type (e.g., Incident Report, Student Overview)
  3. In filters, select the student group(s) you want to report on
  4. Run the report
Common Group Reports:
  • Incident count by vulnerability group
  • Students in each group by year group
  • Timeline of group membership changes
  • Access audit report (who accessed which groups)

Best Practices

Use clear, descriptive names that staff will immediately understand (e.g., “Child Protection Plan” not “CPP Group 1”).
For groups based on MIS data (year groups, SEN status, FSM), auto-update rules keep membership current with minimal effort.
Too many groups become hard to manage. Focus on groups that serve a clear safeguarding or organizational purpose.
Even with auto-update rules, periodically audit group membership (especially for manual groups like CiC or CP plans).
Assign similar colors to related groups (e.g., all vulnerability groups in red shades) for quick visual recognition.
Use the description field to explain why the group exists and who should be in it. This helps when staff turnover occurs.

Permissions

ActionOwnerAdminDSLDeputy DSLViewer
Create groups
Edit groups
Add/remove members
Configure auto-update rules
Set access control
View group membershipLimited*
Delete groups
*Viewer role can only view groups for students they have permission to access via their user groups.

Troubleshooting

Check the following:
  • Is the rule enabled?
  • Does your criteria reference MIS-synced fields? (Manual fields won’t work)
  • Has enough time passed since the last update? (Check update frequency)
  • Are there any error messages in the group’s activity log?
Try manually triggering an update by clicking Update Now in the group settings.
Verify:
  • Does the staff member have access to this group? (Check group access control settings)
  • Is the staff member in a user group that has access?
  • Are they a Staff or Viewer role? (Admins and DSLs always have access)
Check the group’s Permissions tab to see who currently has access.
For auto-update groups:
  • Check the student’s profile data to see if they meet the criteria
  • Review the auto-update rule criteria for accuracy
  • Wait for the next scheduled update, or click Update Now
For manual groups:
  • Simply remove the student from the incorrect group
You can’t delete a group if:
  • You’re not an Admin (only Admins can delete groups)
  • The group is referenced in alert configurations
  • The group is used in user access permissions
Remove these dependencies first, then try deleting again.

Need Help?

Student Overview

Learn more about how students work in Signal

Users & Permissions

Understand how user access and groups interact

Alerts

Configure alerts for specific student groups

Support

Contact support for help with student groups