Groups

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This section covers the following topics:

Groups overview

A group is a list of individual users or other groups bundled together to make it easier to reach multiple people at once. You can create groups for your organization, or for multiple organizations. You may also include personal account users in a group. You may even include other groups in a group.

Your groups are listed in the sidebar Groups shortlist for quick access. If you have multiple accounts, only the groups for currently selected account are visible in this list.

Groups shortlist in the sidebar

A full Groups list with all group details is located in a separate Groups view.

Complete groups list in the Groups view

A person creating a group becomes the group owner. Group management page for each group looks like this. Only the group owner has the right to manage the group.

Group management page for each group

Create a group

The new group will be created in your currently selected account. Check the sidebar to make sure you have selected the correct account if you have more than one SignSpace account.

With the Home view selected in the top bar click + Group in the Groups shortlist on the sidebar.

+ Group link in the Groups shortlist for creating a new group

In the new group management page fill in all the information for the group and add group members.

Empty new group management page

To add group members, click Add users or groups, start typing the name and you will be provided with an auto-suggestion list. You may add persons or other groups (another existing group may be part of this new group).

Input field for adding new users to a group

Once you have listed all the needed participants, click the Add button.

New group member input field filled with names

And new group members will be added to the group.

New group members added to the group

When you return to the Home view, the newly created group is available in the Groups shortlist on the sidebar.

New group visible in the Groups shortlist

Remove a group member

Only the group owner can remove a group member from a group.

Go to the Groups list by selecting the Groups view in the top bar (make sure you have a specific account selected in the sidebar accounts menu if you have more than one account). In the group management page find the group member you need to remove and click the Trash icon on the right side of that group member line.

Delete icons for removing a group member

The group member will be removed from the group and lose access to any of the information (spaces, chats, files) that was available to them through this group.

The removed group member can be added back to the group at any time.

Delete a group

Only the group owner can delete a group.

Go to the Groups list by selecting the Groups view in the top bar (make sure you have a specific account selected in the sidebar accounts menu if you have more than one account). In the group management click the Trash icon on the right side of the group title area.

Delete icon for deleting the whole group

You will be asked to confirm that you want to delete the group. When the group is deleted, it will no longer be listed in the Groups list, Groups shortlist in the sidebar, any spaces or chats where it was a member. Automatically all the group members will lose access to any of the information (spaces, chats, files) that was available to them through this group.

The group delete action cannot be undone.

Add a group to space

To add a group to a new space when creating a new space, start typing the group name in the Recipients field and select it from the auto-suggestion list.

Adding a group as a member to new space

To add a group to an existing space, go to the list of the space members - accessible in the space header by clicking the space member number or any of the participating organization names. Click + Add users or groups, start typing the group name and select it from the auto-suggestion list.

Adding a group as a member to existing space

Chat in a group

This functionality allows you to chat inside the group in which you are a member.

When you are in the Home view, in the sidebar click on the group in which you would like to chat. The Home list will be automatically filtered to show only the spaces and chats where this group is participating. The group chat to which only group members have access will be at the top of the list.

Internal group chat window

Filter content by group

When you are in the Home view, in the sidebar click on the group name you are interested in. The Home list will be automatically filtered to show only the spaces and chats where this group is participating.

Filtered spaces and chats where a group is participating