Create and Edit Public Groups

Paul Tucker
Paul Tucker
  • Updated

Groups are areas within a Workspace that allow you to separate content for by subject matter and different audiences. Visualize the Workspace as an office building and a Group as a conference room. Groups generally come in two types:

  • Public for all users to find and join.
  • Privately accessed based on Assignments, departments, or locations. 

This article covers how you can create and edit Groups.

🔹 This is available on all plans.

🔸 This is available to most user levels; however, Admin may disable this feature. Please check with your program Admin if this is unavailable. 

Sections covered in this article include:

Group settings

When creating your Group, you will see two categories: details and settings. 

Group Details: Group details include branding the Group's membership criteria based on department or location.

Group Creation settings-Group Details Overview.png

  • Group Name: Displayed title for the Group. It is required for this section.
  • Department: Required department to be a member of the Group.
  • Location: Required location to be a member of the Group.
  • Cover Image: Image icon displayed next to the Group title.
  • Color: Primary color of the Cover Image and other Group indicators.

Group Settings: Settings are toggles assigning content rules for Group posts, such as who can create a post, who approves the post, if the post is shareable, and who can view the post. Please view the Posting Permissions article for more information on default permissions. 

Group Creation settings-Group Settings Overview.png

Create a Group

  1. Go to Groups.
  2. Click New Group.
  3. Add Group details.
  4. Toggle on/off preferred Group settings.
  5. Click Create.

Group Creation Process-Details and Settings.gif

  1. Add Group Moderators
  2. Add Sources to automate Group content
  3. Click Done.

Group Creation Process-moderators and sources.gif

Your created Group will be available under "Groups I Own," and immediately accessible. You can find it by going to GroupsLatest Groups and it will be at the top of the list. 

Edit a Group

You can edit a Group's details, settings, sources, or moderators at any time. To do so

  1. Go to the Group.
  2. Click Edit.
  3. Make necessary changes.
  4. Click Done to save changes.

Group Edit Button.png


Check out our other articles about assigning Groups during onboarding and how to automate posting content to a Group for more details about Group management.

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