Groups allow you to organize your team and give users different permission by Collection.
You must be an Admin on your team to create Groups.
Guru's Starter plan has a default All Members Group, and new Groups cannot be created. Reach out using the widget in the screen's lower right-hand corner or email firstname.lastname@example.org for information on changing your plan.
Creating a Group
Navigate to the Users & Collections tab in Team Settings.
Click the Groups tab and + Create new Group.
Enter the Group name.
Adding users to a Group
Click the name of the Group to reveal its members.
Type the name(s) of the users you'd like to add to the Group. Click their name or use the arrow keys and hit return to make a selection. Repeat as many times as necessary.
Click + Add to Group.
When determining which Group a user should be in, it's important to consider the role and content access you want them to have. Roles are assigned by Group on the Collection level.
The same user can be in multiple Groups.
Learn how to bulk invite and manage users.
Giving a Group access to a Collection
Navigate to the Collection tab in Team Settings. Search Collections or scroll to locate the Collection you'd like to give the Group access to.
Click in the Collection's Search for Groups field and type in the Group's name.
Click + Add Group.
Assign a role to the Group for this Collection.
Grant permission to each Group on a Collection-by-Collection basis. Groups can have Author, Collection Owner, or Read Only permission.
Create new Groups for Board and Board Group permissions. Groups can have Read Only permission to Boards and Board Groups for times when it's not appropriate to give the Group access to the entire Collection.
@mentioning a Group in the comment of a Card or sending an announcement to a Group sends a notification to every member of that Group. This is a great way to ask a clarifying question about Card content or alert the team of new or changed knowledge.
An entire Group can be a verifier of a Card. This allows multiple users to share the responsibility of verification. It also allows someone in the Group to make edits without the Card needing to be verified again by an individual.
Ask the Group a question. Crowdsource an answer using the Ask an Expert feature.