Groups are a very powerful feature for content and knowledge sharing and collaboration. Groups can be used to share discussions, posts, and even as a collection of employees to easily assign. Each group has its own visibility and access rules.
Group Settings and Permissions
Before you can create groups, as an Admin, you need to turn on the Groups module in your Academy.
In the left navigation, make sure you are in the Social Workspace.
When in the Social Workspace, select Settings.
Under Groups, you can turn on groups, and decide whether team members can change the visibility of groups without categories to public or private.
When Groups are turned on, you need to decide who should have the permissions to create groups.
After deciding on your settings and permissions, it is time to create some groups!
Creating a Group
When in the Social Workspace, select Groups and then select All Groups.
This gives you an overview of all groups you are currently a member of, or that are available for you to join. In the top-right, select Create Group.
Step 1: Add the Group Title, a description, and the category of your group.
Step 2: Select your Group Settings.
Click here for more details on the settings
| Members can share resources with the group | Lets members add resources to the group. |
| Members can post to the feed | If On, members can post to the feed. |
| Feed posts need admin approval before they are published | If on, posts to the feed need admin approval first. |
| Members can edit their feed posts | If on, posts made to the feed can be edited afterwards. |
| Threads | If on, allows threads. |
| Members can edit their thread posts | If on, thread posts can be edited afterwards. |
| Show auto-generated posts | If on, shows auto-generated posts in the feed - you can select which ones. |
| Group is open to* (only available if you have permission to create groups accessible for guests) | Members or members and guests. |
| Make group public | If on, everyone with access to the category the group is in can see this group. |
| How can people join this group? | Whether users can join the group, or need to request to join |
| Who can view threads? | Members only or everyone |
| Who can view the feed? | Members only or everyone |
Step 3: Invite Members.
Click on Create. This sends you to the Group Management screen. Here, you can flesh out the details of the group under Edit Group, and add content such as Polls and Badges.
Tips!
- If you assign your group to the "Without Category", all academy members will be able to see it.
- Managers cannot create Group Categories. They have the option to use the already created categories that they have permission to access. If you, as an admin, want to give your managers the right to create categories you will have to use the decentralized permissions. Please read also: Giving Decentralized Category Permissions
- Please make sure that you have defined the Group category permissions and you have selected the job(s), Above Unit(s), and Unit(s) that should have access to this category. To do so, click on Groups from the upper navigation menu, select the category on the right-hand side of the page and click on the lock icon to open the group permissions page. For more information read also: Managing Group Categories
- If the feed posts require approval to become public, please make sure to enable the relevant academy notifications:
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