How to access
Sidebar → Groups section Or: Settings → Groups → Module SettingsGroup Types Overview
Main Group
Central hub that includes all organization members automatically.
Local Centers
Geographic chapters or branches of your organization.
Role Groups
Groups based on member roles, demographics, or criteria.
Private Groups
Custom groups created by members for specific projects or interests.
Prerequisites
Groups module must be enabled in module settings: Settings → Groups → Module Settings:- Enable Groups & Teams Module - Master toggle
Module Settings
Group Types & Organization
Allow categorizing groups by type (e.g., Working Group, Committee, Team). Categories help organize and filter groups.
Enable automatic groups based on user roles, age, gender, or other criteria.
Enable organizational units for hierarchical structure.
Group Features
Enable task/issue management within groups. Members can create, assign, and track tasks.
Automatically maintain a Main Group that includes all organization members.
Group Features
Each group can have different features enabled:| Feature | Description |
|---|---|
| Discussions | Forum-style posts and conversations |
| Events | Group-specific events and calendar |
| Files | Shared document storage |
| Issues | Task and issue tracking |
| Members | Member list and management |
Creating Groups
From Sidebar
- Click + New Group in the sidebar
- Enter group name and description
- Choose visibility (public or private)
- Enable desired features (discussions, events, files, issues)
- Configure issue settings if enabled
- Click Save
Group Settings
When creating or editing a group:Display name for the group.
Description explaining the group’s purpose.
Allow members to join the group themselves without invitation.
Automatically include all organization members in this group.
Group category for organization (if categories enabled).
Group Permissions
Groups have granular permission controls:Restrict discussion posting to administrators only.
Restrict event creation to administrators only.
Restrict file uploads to administrators only.
Restrict member additions to administrators only.
Group Categories
If group categories are enabled, you can organize groups by type:Creating Categories
Settings → Groups → Categories- Click Create Category
- Enter category name
- Choose color and icon (optional)
- Set creation permission level
- Save
Category Settings
| Setting | Description |
|---|---|
| Name | Category display name |
| Color | Badge color for visual identification |
| Icon | Icon displayed with the category |
| Creation Permission | Who can create groups in this category |
Issues & Tasks
Groups can have built-in issue tracking:Issue Settings Per Group
Allow setting priority levels on issues.
Enable due dates for issues.
Enable issue type categorization.
Enable status tracking for issues.
Using Issues
- Navigate to group → Issues tab
- Click Create Issue
- Fill in title, description, type, priority
- Assign to a member (optional)
- Set due date (if enabled)
- Save
Best Practices
Use appropriate group types
Use appropriate group types
Use Main Group for organization-wide content, Local Centers for geographic divisions, Role Groups for functional teams, and Private Groups for temporary projects.
Set clear permissions
Set clear permissions
Configure who can post, create events, and add members based on each group’s purpose.
Enable only needed features
Enable only needed features
Don’t enable all features for every group. Match features to the group’s actual needs.
Use categories for organization
Use categories for organization
If you have many groups, use categories to help members find relevant ones.
Related Features
- Discussion Namespaces - Categorize discussions
- Local Centers - Geographic groups
- Issues - Task tracking
- Files - Document management