
The four access modes
Only organization admins can create Auto-enroll all members, Open to join and Role group groups. The Access selector is not shown to anyone else, so a member who creates a group gets a Private group.
What a group gives you
Each group carries four optional features, chosen with the Features selector when you create or edit it:
At least one feature must stay switched on. Every group also has a Members tab, except auto-enroll groups, where the membership is simply everyone. A group can also carry a logo, a Menu emoji shown next to its name in the sidebar, and a one-line description (up to 255 characters) under its name. Longer text belongs on the Guide tab.
On the About page, click the text to edit it, then use Save or Cancel above the editor. When nothing has been written yet, group admins see a large Add group description card that opens the editor, and everyone else sees No description available. A description that has been emptied again (only blank lines) counts as empty. Who can edit: the group’s admins for a group, and for a local center or other unit ADMIN_LOCAL of its local center (ADMIN_TENANT when the unit has no local center).
Who can post
A single Who can post? control covers discussions, files and events together; there is no separate switch per feature.
The setting covers discussions, files and events. The Guide is always written by the group’s admins.
Enabling the module
Settings → Modules → Groups & Teams → Configuration
Who can create a group
Two checks apply, in this order.1
The organization-wide minimum
Settings → Modules → Users & Profiles → Permissions setup → Groups Module → Who can create. The default is any signed-in member. Raise it to chapter admins, organization HR managers or organization admins to restrict creation.
2
The category minimum
A group filed under a category must also satisfy that category’s Who can create group in this category permission.
Group categories
Categories group related spaces together on the Groups page and in the sidebar, and let you delegate creation rights per category. Enable Enable Group Categories, then go to Settings → Modules → Groups & Teams → Group Categories. The settings pages are for the Orgo administrator, and members only see the categories they are allowed to create in.
The category picker only appears on the group form for Auto-enroll all members and Open to join groups. Private groups cannot be categorized.
The Groups page
Groups in the sidebar, or/groups/browse. Tabs filter the list:
Below the tabs, the page lists your organization space and your chapter first, then Teams (role groups), Programs and activities (groups with a category), Community groups, Private groups and Archived groups. A search box filters by name. A group you own is listed for you even when you are not a member of it. Organization-wide HR managers also see every role group in the organization here, including those scoped to a chapter they are not part of, and can open one. Changing a role group still takes an organization admin.
Every row except the organization space carries a member count. For a group or a team it is the active members in it; for your chapter it is the active members filed against that chapter itself, and nobody from the chapters underneath it. The chapters list counts the same members but adds the branch, so a parent chapter’s number there is the larger one.
The Create group button opens a menu with Create group and, for organization admins with role groups enabled, Create role group. Organization admins also get a Settings shortcut to the module configuration.
Archiving and deleting
Archiving is reversible and loses nothing, so prefer it over deleting. A group with a newsletter attached cannot be deleted until the newsletter is removed.
Common scenarios
Can a member be in more than one group?
Can a member be in more than one group?
Yes, with no limit. Members are in every auto-enroll group, their chapter, every chapter above their chapter in the chapter tree, every role group they match, and any open or private groups they joined or were added to.
Our chapters are nested. Which chapter spaces does a member get?
Our chapters are nested. Which chapter spaces does a member get?
Their own chapter and every chapter above it, all the way to the top of the tree. Membership travels up; it never travels down, so somebody filed against the national body is not placed in the branches beneath it.Isolate Local Center Access narrows this one layer at a time: a chapter above them is shown only when their own parent-chapter HR reach covers that particular chapter, and role groups scoped to a chapter they cannot see are hidden with it.
Why can I not see a group a colleague mentioned?
Why can I not see a group a colleague mentioned?
Private groups are invisible to non-members. Opening one you are not in returns an access error unless you are the owner, a member, or an organization admin.
Related
- Main Group - the organization-wide space
- Role Groups - criteria-based automatic membership
- Private Groups - committees, project teams and open communities
- Local Centers - geographic branches
- Discussions - the discussion feed inside a group

