
The four group types
Private vs. Joinable groups
Private Groups have two join modes that fundamentally change how they work:
You can switch between modes at any time. Starting private and opening up later is safer than the reverse.
Which group type should I use?
What every group can do
Each group — regardless of type — can have these features enabled:
You choose which features to enable per group. A project team might need Discussions + Issues. A local chapter might need Discussions + Events + Files. The Main Group might have everything.
Enabling the Groups module
Settings → Groups → Module Settings
Group permissions
Every group has granular controls for who can do what:Group categories
If you have many groups, categories help members find the right ones. Enable categories in module settings, then create them at Settings → Groups → Categories. Each category has a name, color, and icon — plus a permission setting controlling who can create groups in that category. Example categories: Working Group, Committee, Interest Group, Project Team, Advisory BoardStructuring your organization with groups
Small community (50 members)
- Main Group for announcements and general discussion
- 2-3 Private Groups for committees (Board, Events Committee, etc.)
- That’s it — keep it simple
Regional organization (500 members, 5 branches)
- Main Group for org-wide announcements
- 5 Local Centers for geographic chapters, each with their own events and discussions
- 2-3 Role Groups (All Leaders, All Volunteers)
- Private Groups as needed for projects
Large federation (10,000+ members, 50+ branches)
- Main Group for national-level announcements (admins-only posting)
- 50+ Local Centers organized under regional parent groups
- Multiple Role Groups by user type, age, profession
- Many Private Groups for committees, working groups, projects
- Group categories to help members navigate
Common scenarios
Members can't find the right group
Members can't find the right group
Enable Group Categories to organize groups by type. Also make sure group names are descriptive — “Q4 Planning” is better than “Group 7”.
I want announcements that everyone sees but only admins can post
I want announcements that everyone sees but only admins can post
Use the Main Group with “Only admins can post” enabled. All members see the content, but only administrators can create posts.
I need a group that automatically includes all Leaders
I need a group that automatically includes all Leaders
Create a Role Group with criteria “User Type = Leader”. The system automatically adds all members with that user type and keeps it updated as user types change.
A project is finished — what do I do with the group?
A project is finished — what do I do with the group?
Archive the Private Group. Content is preserved for reference but the group is hidden from the sidebar. Members are removed from the active roster.
Can a member be in multiple groups?
Can a member be in multiple groups?
Yes. Members are in the Main Group (automatic), their Local Center (assigned), any matching Role Groups (automatic), and any Private Groups they’ve joined or been invited to. There’s no limit.
Related
- Main Group — The org-wide hub
- Local Centers — Geographic branches
- Role Groups — Criteria-based automatic groups
- Private Groups — Project teams and interest groups
- Discussions — Forum features within groups
- Issues — Task tracking within groups

