Skip to main content
Built for organizations that need more than one shared feed: committees, project teams, interest communities and audience segments that each need their own space. Replaces ad hoc WhatsApp groups, Slack channels and shared drive folders that nobody can find later. A group is a space with its own discussions, files and events, plus a member list. Every group is created from the same form; what makes them different is the Access mode you pick and, for role groups, the criteria you set. Groups page showing the organization card, the member's chapter, a Teams section for role groups, and Programs and activities grouped by category, each row with its member count

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.
You can change the Access mode later by editing the group. A group filed under a category is listed under Programs and activities instead of Community groups or Private groups. For a geographic branch with its own admins and fees, use a local center rather than a group. Local centers chain to any depth, so a national body, its regions and their branches are three layers of the same structure rather than three kinds of 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 Groups and Teams module settings showing the master toggle plus Group Types and Group Features sections
Group Tasks and All Members Group are stored on the tenant but nothing reads them. Switching them does not change what members see.

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.
Separately, the Auto-enroll all members, Open to join and Role group modes always require an organization admin. Members who fail the check do not see the Create group button on the Groups page or in the sidebar; guest accounts never see it unless they are also organization admins.

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. Group Categories settings page listing categories with their colour and the permission required to create groups in each
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

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.
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.
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.