Create groups and add members

Create a group, add people to it, share a group invite link, and use groups for assigning content.

1. Go to Users (/org/{slug}/admin/users) and open the Groups tab.
2. Press Create Group.
3. Enter a Group Name.
4. Choose a Type: Team, Department, Cohort or Custom.
5. Optionally add a description, then press Create Group.
6. Press the new group's card to open Manage Members.
7. Under Add Members, press Add next to each person.
8. Press Done.

Admins and Owners can manage groups. Add Members lists people already in your organisation, so invite someone first if they are new.

Adding several people at once. On the Users tab, tick their rows and press Add to Group in the bar at the bottom of the screen.

Group invite link. Press Copy Invite Link on a group's card. Anyone who opens it and signs in joins your organisation as a Member and joins that group.

Other group actions. The menu on each card has Manage Members, Enrollment Rules, Assign Content and Delete Group. To take someone out, press Remove next to their name in Manage Members.

Smart groups. A group's members are managed by hand. A smart group keeps itself up to date from a filter:

1. On the Users tab, press Add filter and set a field, condition and value.
2. Press Create smart group.
3. Enter a Name and press Create.

Smart groups appear at the top of the Groups tab. Filters can use job title, department and any custom user attributes your organisation has.

Assigning content to a group enrols the people in it at that moment. Someone who joins later is not enrolled automatically unless the group has an enrolment rule.

Last checked against the product on 2026-11-04.