In this article, you will learn:
- What are groups,
- How to create a group,
- How to edit a group,
- How to add users to a group,
- How to remove users from a group.
What are groups?
Groups are collections of people who often attend the same meetings or collaborate regularly. They make it easy to add everyone to a meeting at once, alongside other participants. Groups can be adjusted or disassembled if needed, giving you flexibility to manage participants as your needs change.
In the closed permission model, people need to be part of a group, in order for the organiser to be able to add them to a meeting.
Create a group
- Go to the Users section,
- Select Groups, and select the "+ New Group" button the up-right side to add a new group,
- Type in the name of the group, adjust the automatically created initials if needed, choose the color of the box, optionally add additional users who can edit the group, and then save.
Information
While creating a group, you can choose to display it Everywhere or in Topic Hub Only.
- Visible everywhere is meant for meetings, library, and anywhere else within Sherpany, where you can assign permissions to groups.
- Visible in Topic Hub only is meant for a group that can only be used in Topic Hub, and cannot f.e. be added to meetings or the library.
Edit a group
To change the name, the initials, the color of the box or the users who can edit the group, click on the setting button that appears when you select the respective group.
Add users to a group
On the group page, you can manage group membership.
To add users:
- Click on the group that you need to fix,
- Select the "Add users" button,
- Start typing the name of a user and select the one you want to add from the list.
Remove users from a group
To remove a user from a group, you have two different options:
Option 1
- Click on a group to open its page,
- Choose a user to delate of the group,
- On the respective profile, click on the little grey cross at the right. It will open a panel :
- Click on "Remove user" to remove the membership.
The user will automatically disappear from the group page you are on.
Option 2
Go to the user section and select the respective user on the list.
- Click on the purple pen in the right panel to modify the user,
- Scroll down until the group section,
- Delate the concerned groups,
- Save.