--- title: Workspace Member Management - Groups description: Group management section on Workspace level --- [Skip to content](https://help.ideascale.com/workspace-mm-groups#main-content) English Show submenu for translations [![IdeaScale](https://help.ideascale.com/hs-fs/hubfs/ideascale-logo.png?width=223&height=31&name=ideascale-logo.png)](https://help.ideascale.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Go to ideascale.com](https://ideascale.com/) [Go to ideascale.com](https://ideascale.com/) Hi!👋 How can we help you today? - There are no suggestions because the search field is empty. 1. [IdeaScale Support Center](https://help.ideascale.com/?hsLang=en) 2. [Member Management](https://help.ideascale.com/member-management?hsLang=en) 3. [Groups](https://help.ideascale.com/member-management?hsLang=en#groups) # Workspace Member Management - Groups ## Group management section on Workspace level ***Path: Workspace Homepage \>\> Navigation Panel \>\> Member \>\> Workspace \>\> Groups*** | What are Groups? | | --- | | Groups are collections of members, provisioned through SSO mapping or created manually within a workspace or community, that can be reused across multiple communities when created at the Workspace level. | Workspace Group Management is accessed by switching from Members to Groups under Workspace Member Management. ![320](https://help.ideascale.com/hs-fs/hubfs/320.webp?width=670&height=79&name=320.webp)   ![Screenshot 2026-06-27 at 8.03.50 PM](https://help.ideascale.com/hs-fs/hubfs/Screenshot%202026-06-27%20at%208.03.50%20PM.png?width=670&height=314&name=Screenshot%202026-06-27%20at%208.03.50%20PM.png)   --- ### Role Permissions 1. Workspace Administrator: Creates Groups manually, assigns Groups to communities, adds members to Groups, and deletes Groups at the Workspace level. --- **TABLE OF CONTENTS** [Create Group](https://help.ideascale.com/workspace-mm-groups#create) [Add to Community](https://help.ideascale.com/workspace-mm-groups#add-to-community) [Add to New Group](https://help.ideascale.com/workspace-mm-groups#add-to-group) [Action Section](https://help.ideascale.com/workspace-mm-groups#action) [Group Details Panel](https://help.ideascale.com/workspace-mm-groups#group-details-panel) [Search Commands](https://help.ideascale.com/workspace-mm-groups#search) [Exceptions](https://help.ideascale.com/workspace-mm-groups#Exceptions) [Frequently Asked Questions](https://help.ideascale.com/workspace-mm-groups#FrequentlyAskedQuestions) --- ### Create Group A Group can be created using manual and/or automatic member assignment methods. ![Screen-Recording-2025-08-19-at-1 (1)](https://help.ideascale.com/hs-fs/hubfs/Screen-Recording-2025-08-19-at-1%20(1).gif?width=670&height=311&name=Screen-Recording-2025-08-19-at-1%20(1).gif) **[Help Article on Group creation](https://help.ideascale.com/group-creation?hsLang=en)** --- ### Add to Community Single or multiple Groups can be selected at a time to be added to communities. Selecting a Group or Groups activates the Add to Community option. Selecting Add to Community opens a pop-up where a single community or multiple communities can be selected to assign to the Group. ![322](https://help.ideascale.com/hs-fs/hubfs/322.webp?width=670&height=304&name=322.webp) The communities associated with a Group are visible in the Group side panel under Used in. This panel is accessed by selecting the Group name. ![323](https://help.ideascale.com/hs-fs/hubfs/323.webp?width=670&height=321&name=323.webp) Unassigning a community associated with a Group must be done from the Community's Group management, rather than from Workspace Group Management. See Exceptions below for a requirement that applies before a Group can be unassigned from a community. ![324](https://help.ideascale.com/hs-fs/hubfs/324.webp?width=670&height=266&name=324.webp) ***Note: The group will need to be unassigned from the stage and private campaign (if any) before it can be unassigned from the community.*** --- ### Add to New Group Members from different Groups can be added to a new Group using the Add to New Group option. ![Screen-Recording-2025-08-19-at-2](https://help.ideascale.com/hs-fs/hubfs/Screen-Recording-2025-08-19-at-2.gif?width=670&height=311&name=Screen-Recording-2025-08-19-at-2.gif) The Add to New Group option does not become active until 2 or more Groups are selected. Once the Groups are selected, selecting Add to New Group opens the Group creation pop-up. The Group name and other details are entered, followed by selecting Finish. The assignment method section is not available when a Group is created this way; it defaults to Manual assignment. A Workspace Administrator can change the assignment method later by editing the Group. --- ### Action Section The More option (three dots) under the Action column provides three actions for Workspace Group Management: **1. Add to Community:** Assigns a community to the Group. A Workspace Administrator selects this option and chooses the communities from the pop-up. This action is visible only in Workspace Group Management. ![Screen-Recording-2025-08-19-at-2 (1)](https://help.ideascale.com/hs-fs/hubfs/Screen-Recording-2025-08-19-at-2%20(1).gif?width=670&height=311&name=Screen-Recording-2025-08-19-at-2%20(1).gif) **2. Add Member:** Opens the Assign Participant pop-up. Members can be added to the Group using either the Import Member from Group option or the Add Member button. ![Screen-Recording-2025-08-19-at-2 (2)](https://help.ideascale.com/hs-fs/hubfs/Screen-Recording-2025-08-19-at-2%20(2).gif?width=670&height=311&name=Screen-Recording-2025-08-19-at-2%20(2).gif) A member can also be added to a Group by selecting the member's name, which opens a side panel with the member's profile details; the Add to Group option in that panel assigns the member to a specific Group. See Exceptions below for a requirement affecting this option's availability. ![329](https://help.ideascale.com/hs-fs/hubfs/329.webp?width=670&height=328&name=329.webp) ***Note: Add member option will be available only for groups with Manual assignment method enabled.*** **3. Delete Group:** Deletes a Group from the Workspace. See Exceptions below for a requirement that applies before a Group can be deleted. ![Screen-Recording-2025-08-19-at-1](https://help.ideascale.com/hs-fs/hubfs/Screen-Recording-2025-08-19-at-1.gif?width=670&height=311&name=Screen-Recording-2025-08-19-at-1.gif) **Note: The group will need to be unassigned from all the associated communities before it can be deleted from the Workspace.** --- ### Group Details Panel Selecting the Group name opens the Group details in a side panel. ![316](https://help.ideascale.com/hs-fs/hubfs/316.webp?width=670&height=375&name=316.webp) **[Help Article on Group - Side Panel](https://help.ideascale.com/groups-side-panel?hsLang=en)** --- ### Search Commands Search Commands allow Groups to be found using commands selected from a dropdown. Each filter has corresponding values or details that are selected to search for Groups meeting the search criteria. ![332](https://help.ideascale.com/hs-fs/hubfs/332.webp?width=670&height=255&name=332.webp) **[Help Article on Search Command in Groups](https://help.ideascale.com/search-command-in-groups?hsLang=en)** --- ### Exceptions 1. Community Unassignment: A Group must first be unassigned from any stage and private campaign, if applicable, before it can be unassigned from a community. 2. Add Member Availability: The Add Member option is available only for Groups with the Manual assignment method enabled. 3. Group Deletion: A Group must be unassigned from all associated communities before it can be deleted from the Workspace. --- ### Frequently Asked Questions #### Why is the Add to New Group option not active? The Add to New Group option remains inactive until 2 or more Groups are selected. #### Can a Group with SSO-based assignment use the Add Member option? No. The Add Member option is available only for Groups with the Manual assignment method enabled, as noted in Exceptions above. #### Where can the communities associated with a Group be viewed? The communities associated with a Group are visible in the Group side panel under Used in, accessed by selecting the Group name. #### Can a Group be deleted while it is still associated with a community? No. A Group must first be unassigned from all associated communities before it can be deleted from the Workspace. #### Can a Group created through Add to New Group use automatic assignment from the start? No. A Group created using the Add to New Group option defaults to Manual assignment. A Workspace Administrator can change the assignment method afterward by editing the Group. --- **Related Articles** - [Help Article for Group Creation](https://help.ideascale.com/group-creation?hsLang=en) - [Help Article for Group - Side Panel](https://help.ideascale.com/groups-side-panel?hsLang=en) - [Help Article for Search Command in Groups](https://help.ideascale.com/search-command-in-groups?hsLang=en) ---   Last Updated: September 9, 2026 - [Product Updates](https://help.ideascale.com/product-updates?hsLang=en#main-content) - [2026](https://help.ideascale.com/product-updates?hsLang=en#2026) - [2025](https://help.ideascale.com/product-updates?hsLang=en#2025) - [Workspace](https://help.ideascale.com/workspace?hsLang=en#main-content) - [Workspace Homepage](https://help.ideascale.com/workspace?hsLang=en#workspace-homepage) - [Manage Workspace](https://help.ideascale.com/manage-workspace?hsLang=en#main-content) - [Workspace Configuration](https://help.ideascale.com/manage-workspace?hsLang=en#workspace-configuration) - 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