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Built for committees, boards, working groups and project teams that need a space nobody else can see. Replaces the private Slack channel that lives outside your member records. A private group is a group whose Access is set to Private, described in the app as “Only invited members have access”. Members who are not in it cannot open it, cannot see its discussions and do not see it listed. It is the default a member gets when they create a group without organization admin rights. Private groups are listed under Private groups on the Groups page. Bottom of the Groups page showing the Community groups section and the Private groups section, each group listed with its member count

Private or open to join

These are the two member-run access modes. Pick deliberately, because they behave very differently.
Joining an open group never waits for approval. Any member who follows the link or clicks Join is in straight away. If you need to vet people, use Private and add them yourself.
You can switch a group between the two modes later by editing it, provided you have ADMIN_TENANT for the open modes. Starting private and opening up later is safer than the reverse.

Creating a group

GroupsCreate group, or the + in the sidebar’s Groups section.
1

Name it

A name that explains the purpose. “Q4 Marketing Campaign” beats “Marketing Group”. Optionally pick a Menu emoji that shows beside it in the sidebar.
2

Set Access

Private for invite-only. Organization admins also see Open to join, Auto-enroll all members and Role group. Members without ADMIN_TENANT do not see the Access selector at all and get a private group.
3

Pick a category

Only offered on open and auto-enroll groups, and only when Enable Group Categories is on. You only see the categories you are allowed to create in.
4

Choose Features

Discussions, Files and Events. At least one must stay on. Each one also needs its module enabled organization-wide to appear.
5

Set Who can post?

Everyone in the group or Only admins. This one control covers discussions, files and events together.
6

Add a description

Rich text, with images. Once set, it becomes the group’s About tab.
7

Save

You become the group’s owner and its first admin, and you land on the Members tab ready to add people.
Turn on only the features you need. A board needs Discussions and Files. A hiking club needs Discussions and Events. Fewer tabs means less clutter.

Managing members

Open the group and go to the Members tab.

Adding people

Group admins get a search box on the Members tab. Type a name, pick the member, and they are added immediately. There is no email invitation and no pending state, so the person must already have an account in your organization. For an Open to join group, the Join group link button copies a URL you can paste into an email or chat. Anyone in your organization who opens it is joined on the spot and taken to the group’s discussions.

Roles inside a group

Promote or demote from the row menu on the Members tab: Make Admin and Dismiss as Admin. Adding someone to a group requires an active admin role inside that group. Removing a member and changing who is an admin is also open to organization moderators (HR_TENANT), and ADMIN_TENANT can edit, archive and delete any group whether or not they are in it.

Leaving and removing

Members can leave from Leave group in the group’s header menu. The owner cannot leave their own group, and nobody can leave an auto-enroll group. Admins remove members from the row menu on the Members tab. Removal takes effect immediately and the person loses access to everything in the group.

Who can see what


Archiving and deleting

Open the group’s Settings from its header, or edit it from the Groups page.
Prefer archiving. Archived groups keep their discussions, decisions and files, and an organization admin can bring them back at any time. A group with a newsletter attached refuses to delete until you remove the newsletter, so archive it instead.

Common scenarios

Members can already create groups if Who can create is left at its USER default, but what they get is a Private group only they can see until they add people. To let members discover and self-join interest communities, an organization admin has to create the group as Open to join.
Archive it. It leaves the main list but everything is preserved, and it can be unarchived later.
Not by editing it. The Role group option in the Access selector is a different kind of space with criteria-based membership. Create a role group and archive the private one.
Any member with ADMIN_TENANT can open the group’s settings and manage it, including archiving or deleting it. Ownership itself stays with the original account and is not reassignable from the interface.
Create it as Open to join and set Who can post? to Only admins. Members find it, join it and read it; only group admins and organization moderators post.
Remove them from the row menu on the Members tab. Access ends immediately, though anything they already read or downloaded is obviously already out.
Either Discussions is off in the group’s Features, or the Discussions module is off for the whole organization. The same applies to Files and Events. Non-members never see the tabs at all.