Getting started with Groups

Learn how to create groups, new types of groups and delegate group leadership

Julian Morency avatar
Written by Julian Morency
Updated over a week ago

In this article we'll cover:

  1. Creating Groups

  2. Creating and editing Group types (such as 'invite only' and 'private')

  3. Managing Group leaders

Creating Groups

You can create a group with the click of two buttons. First, press the Create a group button.



Next, you need to give your new group a name. You can also provide a description and upload a picture that will appear on the Group Hub and in group search.

Finally, press Create team and your group is good to go.

Creating and editing Group types

Groups can behave differently depending on their Group Type. Here you can create Group types like 'Invite Only', 'Secret', 'Open' that can be applied to future groups. You have full control over what attributes these Groups have.

To create and manage Group Types, go to Settings > Groups. You’ll now see a list of Group Types that are currently set up on your system.

To create a Group Type, click on Create group type – you’ll now see this screen:

Here you can choose whether a group is visible to others, if it is invite only and who has permission to create it. You'll also have a chance to name it. For example, if you create a group type that only admins can see, you might name it 'Secret'.

When users create a new group or edit an old one, they will be able to choose their Group Type from those that you’ve created.

Managing Group leaders

A Group Leader can edit their group, invite and remove users and assign others as Group Leaders.

By default, the user who creates the group is the Group Leader. However, more than one person can be a Group Leader; there is no limit.

To assign another member as a Group Leader, click the title Members that sits above the list of profile pictures on your Group Wall.

Next, press Make leader beside each member’s photo to give them Leader controls.

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