Creating and managing custom groups

Create a custom group to hold ongoing discussion with a specific group of people. Groups can be created, edited, removed and ownership changed. When you create a new group, you become the group’s Owner: a group admin role. Only a group Owner can edit, or delete the group, and assign ownership of the group to another member.

Create a custom group

  1. Select the groups icon .

    The Groups list opens.

  2. Select the create group icon .

    The New group panel opens.

  3. Enter the name for the group in the Group name field.

  4. Select the names of the people you would like to add to the group from the list appears, or type the names directly into the Members input field, making it easier to select from a longer list.

    1. To remove a contact, select the X next to their name.

  5. Select Save.

    • The custom group is immediately available to all members to use, and will function just like a committee or meeting group.

    • Custom groups you create are indicated by a green icon. Custom groups created by others are indicated by a gray icon.

Actions for Group Owners

Edit a custom group

  1. Go to the groups icon and select the group you want to edit.

  2. Select the info icon .

    The Details panel opens where you can edit the name, add, or remove members, change the group admin, or delete the group.

    1. Edit the group name Go to the name field and enter the new name.

    2. Add or remove members Select Add member to open a panel where you can enter the name of a new member and select them from the list. To remove a member, select the more options icon beside their name in the Members list and select Remove from group.

    3. Note

    When you remove a member from a group, they will no longer be able to see any group messages. However, any messages they sent before being removed will still be visible to remaining group members.

Delete a custom group

You can only delete a group you have created or are the assigned Owner of.

  1. Select the groups icon .

    The Groups list opens.

  2. Go to the group you want to delete.

  3. Press and slide it to the left.

    A delete icon appears.

  4. Select Delete.

    5. All content in the conversation will be removed.