Groups and org chart

Groups split the community: a class, a department, a squad, the board. Unlike tags, a group grants access: a private space can be opened to a single group. The org chart is a separate but related thing: who reports to whom.

#What they're for

#How it works

#The group

A person can be in several groups. The group marked with a star is their main one: it's the one shown in their box on the org chart.

#A group grants access

In a space or section with Private visibility, add the group under Who gets in › Groups. People in the group can see it; people outside don't even see the space in the menu (groups don't show a padlock). See Visibility and access.

#The org chart

Each person can have a leader (Reports to). With that, Members › Org chart draws the structure: as a List (indented tree) or as a Chart (with zoom and drag), and you can view it starting from a person or from a group.

• People without a leader sit at the top.
• People with neither a leader nor reports appear in a "no place yet" list, instead of becoming a loose box.
• When a leader leaves the community, the people who reported to them now report to that leader's own leader.
• Being a leader grants no permission at all: "Leading somebody grants no permission." Permissions come from the role.
• The org chart is per community.

#Who can

Creating, editing and deleting groups and setting people's place: the owner, admins and moderators.

#Step by step

#Create a group

Role: owner, admin or moderator.

1. Administration › Members › Groups › New group.
2. Name, Inside (optional), Color and Led by (optional).
3. Tick Default group for the community only if everyone should be in it.
4. In Who is in this group, search for people and add them.
5. Save.

#Put a person in a group and set their leader

1. In Members, open the person's Place in the organization ("Who Ana reports to, and which groups they are in.").
2. In Reports to, search for the leader (empty = at the top).
3. In Groups, tick the groups and choose the main one (the star).
4. Save.

#Open a space to the group

Role: owner or admin.

1. Space options › Edit space.
2. Visibility = Private; under Who gets in, Add a group.
3. Save.

#Examples

A room for each class. Group March class with the 30 students; space March room (Feed, Private, group March class). Each class sees only its own room.

A company's org chart. Groups Engineering, Product and Design (inside Product). Everyone has their leader set. In Org chart › Chart, you see the whole structure; click the head of product's name to see only her area.

Everyone in one group, for filtering. A Community group set as default: everyone already here and everyone who arrives joins it.

#Common errors and how to fix them

#Frequently asked questions

Does deleting a group remove people from the community? No. They just stop being in that group, and lose the access that came from it.

Does unticking the default group remove people? No. It only stops adding people who arrive later.

Does a leader see what their reports do? No. Being a leader grants no permission at all.

#In the API

GET/POST/PUT/DELETE /api/member-groups, PUT /api/hierarchy/profiles/{id} (leader and groups) and GET /api/hierarchy/org-chart. See Hierarchy.

#Related

• Tags
• Visibility and access
• Manage members