How to Manage Groups

Groups let you organize Workspace Members into teams — create a group, add, move, and remove members, and rename or delete groups as your organization changes.

What Is a Group?

A group is a unit for managing the Members of your Workspace by team.

Organizing Members into groups makes it easier to see who belongs to each team and helps keep your operations tidy. Each Member can belong to only one group. A Member who is already in another group cannot be added to a new group unless you move them first.

Keep in mind that groups here are a feature for organizing Workspace Members (your internal staff). They are a different concept from the tags you apply to friends or the Segments you use to narrow down your recipients.

Requirements for Using Groups

Creating, editing, and deleting groups requires Workspace administrator permissions.

General Members cannot create or edit groups. If you are unable to perform an action, check whether you have administrator permissions.

Opening the Group Management Screen

On the group management screen, you can view the list of groups, create groups, and manage members.

1. Open Settings from the navigation menu
2. Select Group Settings

The list of groups appears, where you can check each group's name and the number of Members it contains.

Creating a Group

You can create a new group and assign Members to it right away.

1. On the group management screen, click the Create Group button
2. On the Create Group screen, enter a Group Name
3. From Select Members, choose the Members you want to add to this group
4. Click Create Group

Selecting Members is optional. You can also add Members later. You can only select Members who do not yet belong to any group.

Adding Members to a Group

You can add Members to an existing group at any time.

1. From the group list, click the name of the target group to open its details
2. Click the Add Member button
3. Select the Members you want to add
4. Click Add

You can only add Members who do not yet belong to any group. If you want to move a Member who is already in another group, use the operation for moving Members between groups.

Removing Members from a Group

A Member removed from a group ends up belonging to no group. They are not deleted from the Workspace.

1. From the group list, click the name of the target group to open its details
2. Select the checkbox for the Member you want to remove
3. Click Remove from Group
4. On the confirmation screen, click Delete

Moving a Member to Another Group

Because each Member can belong to only one group, use the move operation when you want to change which group they are in.

1. From the group list, click the name of the source group to open its details
2. Select the checkbox for the Member you want to move
3. Click Move
4. On the Move Member screen, choose the destination group
5. Click Move to This Group

The selected Member is removed from the source group and reassigned to the destination group.

Renaming a Group

You can rename a group directly from the list screen.

1. In the group list, click the edit icon (the pencil mark) next to the target group's name
2. Enter the new group name
3. Click Save Group Name (you can also save by pressing the Enter key)

Deleting a Group

You can delete a group you no longer need. Deleting a group leaves the Members who belonged to it in the Workspace.

1. From the group list, click the name of the target group to open its details
2. Click Delete Group
3. Confirm the deletion in the confirmation message

Members who belonged to the deleted group end up belonging to no group. If you want to delete several groups at once, select the groups in the list and use the bulk delete operation.

Example Uses of Groups

Organizing Members into teams with groups makes it easier to see who belongs to which team.

Troubleshooting

Common stumbling points in group management and how to resolve them are listed below.