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.

Groups listed in the sidebar "Groups" shortlist

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

Groups view with the full groups list

Note: If you have more than one SignSpace account, to access Groups view you must have a specific account selected in the accounts menu (All accounts option does not allow accessing Groups view).

Specific account selector for accessing groups of that account

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 view

Create a group

To create a new group, select a specific account in the sidebar accounts menu (if you have more than one account) and click + Group in the Groups shortlist on the sidebar.

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

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

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 a new group).  

Auto-suggestion list for entering group members in the group management page

Once you listed all the needed people, click the Add button.

Filled group member input field in the group management page

And new group members will be added to the group.

Added new group members in the group management page

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

Newly created group in the "Groups" shortlist on the sidebar

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). 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.

Trash icons on the right side of the group member lines for removing a member

The group members 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 in case the organization needs change.

Add a group to space

To add a group to a new space when creating a new space, enter the group name in the Recipients field.

Adding a group to a space by adding that group as a recipient of a new message

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 to an existing space in the space member modal

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.

Group chat for the selected group

Filter content by group

When you are in 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.

Filtering SignSpace content by a participating group