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Built for organizations that keep re-sending the same message to “all leaders” or “all under-18s”. Replaces manually maintained distribution lists that drift out of date the moment someone changes role. A role group is a collaborative space whose membership is a query, not a list. You set the criteria once and Orgo keeps the membership in step with your member data: when someone takes on a role, changes chapter or updates their profile, their role group memberships are recalculated. Role groups appear under Teams on the Groups page. Groups page with the Role groups tab selected, listing the organization's role groups with an edit action on each

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Before you start

Role groups need Enable Role Groups on under Settings → Modules → Groups & Teams → Configuration, and an organization admin to create or edit them. Without both, the Role group access mode, the Create role group action and the Role groups tab are hidden. If Role groups: only my chapters is on in the same settings page, the Chapter picker (see below) offers an admin only the chapters they belong to, including the chapters above their own, and any chapter below one they are directly in. A chapter already set on the group stays selectable.

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Creating a role group

1

Open the create form

Groups → Create group → Create role group, or pick Role group in the Access selector on the normal create form.
2

Name it

A name that describes the membership, plus an optional Menu emoji shown beside it in the sidebar.
3

Choose a segmentation type

The Segmentation type toggle switches between Profile (who the member is) and Roles (what they have been assigned).
4

Set the criteria and save

Fill in the fields below. Saving scans your members, populates the group and subscribes them, so they get its notifications. You are added to the group yourself as an extra member, whether or not you match the criteria (see Adding people the criteria miss).
Role groups do not offer the Features and Who can post? controls that ordinary groups do.

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Criteria

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Profile segmentation

Role group criteria card with the Segmentation type toggle and the Min age, Max age, Gender, Region, Only full members and Membership fee tier fields

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Roles segmentation

Under Users with any of the following roles, tick the roles that qualify; a member matching any ticked role is in. Roles are grouped by where they apply: User type, Tenant, Parent chapter, Chapter, each unit type, and Other. Alongside it, Chapter restricts the group to one chapter, and picking a parent chapter covers every chapter beneath it, at any depth: with a three-layer structure, restricting a group to the national chapter includes the regions and their branches.
Role groups cannot filter on custom profile fields. If your segment is defined by a custom field, use a private group and manage the membership yourself.

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Combining criteria

Every field you fill in must match, so criteria narrow the group, and an empty field is not applied. Only members with an active status are ever included. The Segmentation type toggle only changes which fields are on screen; it does not clear the other set. Values set under Profile stay in effect when you switch to Roles, so “leaders over 18” is the leader roles ticked plus Min age 18.

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When membership is recalculated

  • when you save the role group itself, which rebuilds it from scratch
  • when a member’s roles are added, changed or removed
  • when a member’s profile is created or edited
  • when a chapter’s region changes, for region-based role groups
Recalculation both adds newly matching members and drops those who no longer match, so a promotion needs no manual move. There is also a maintenance command an administrator can run to rebuild every role group in the organization at once.
Age boundaries are evaluated when membership is recalculated, not on the member’s birthday. A member who crosses an age threshold joins or leaves the group the next time their profile or roles are saved, or the next full rebuild.

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Adding people the criteria miss

A role group has an Admins tab, visible to organization admins. It lists the extra members, the people kept in the group even though they do not match the criteria. Anyone added there survives every recalculation and the rebuild that a re-save triggers, and stays a member when their profile or roles change. Use it for the exceptions that always exist; for anything larger, adjust the criteria. You, as the creator, are the first extra member. Extra members, you included, can leave from Leave group in the group’s header menu. Leaving removes them from the extra members for good, so the next recalculation does not bring them back unless they match the criteria. Members who are in because they match the criteria cannot leave, since the next recalculation would add them again. Every member can mute the group with the Subscribe / Subscribed button on the Groups page. People who are not in the group do not see that button.

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What is inside a role group

Discussions, Events and Files where the corresponding modules are enabled, plus a Members tab and the Admins tab for organization admins.

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Editing, archiving and deleting

Edit a role group from the gear icon on the Role groups tab of the Groups page, or from Settings in the group’s own header. Organization-wide HR managers see every role group on the Groups page and can open one they are not in, but only organization admins can change or archive it.

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Common scenarios

The criteria are over-narrowed. Every field you fill in must match, and age criteria exclude members with no date of birth. Clear a field to stop applying it.
Yes, set Chapter in the Roles segmentation. Each chapter is already its own space with discussions, events and files, so a per-chapter role group is only worth it when you also need a role filter on top.