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Creating and administering a Group


What is a Group?

A Group is a simple space to work alone or collaborate with others using basic functionality which is TasksDiscussions and Documents. On occasion you might also want to use KPIs and tools to make better decisions in the same environment. You can learn more about what Groups are in our introductory video below. 

Using Groups


Other users can see a Group and all the information within it if they’re a part of the team, as with all Initiatives. You can check who has access to the Group by clicking Team in the top right hand corner of the screen.


Navigating to Groups

Find Groups in the Work menu on your main navigation bar.

In the Groups area, click ‘Create new Group’

You can then name your Group and set its purpose and goals; these are optional but a great way to keep the team focused when working in the Initiative.

Setting Group visibility

Visibility settings determine who can see your group, as well as who can be added as a member. The options are:

  • Private – Invitation only. No one will know this group exists nor see it’s updates, unless they are a member of it
  • My Organisation – Membership of this group is limited to users within your organisation
  • My Organisation and partners – Membership of this group is limited to users within your organisation and partners within
  • All users – Any user in will know this group exists but the administrator of the group needs to approve membership


The ‘Features’ section allows you to switch on specific functionality for your Group. This ensures only the tools you need are present and your group members aren’t distracted. The following features can be enabled:

  • To-dos
  • KPIs
  • Tools
  • Discussions
  • Documents
  • Updates

Select the features you need by ticking the box next to them. Once your Group is created you can’t switch features off, this avoids any risk of you losing content someone has created.


Once you’ve created your new Group you can add Team members. Using the search under the ‘Team’ button in the top right corner, add users by typing their name in the text box and selecting matched results. A Team member will receive a notification via email when they have been added to the Group.


Whilst within a project, you can choose to only search within that project in order to filter any unwanted results from other initiatives.

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