Workspace Member Management

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.

Role Permissions

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
Add to Community
Add to New Group
Action Section
Group Details Panel
Search Commands
Exceptions
Frequently Asked Questions

Create Group

A Group can be created using manual and/or automatic member assignment methods.

Help Article on Group creation

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.

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.

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.

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.

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.

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.

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.

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.

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.

Help Article on Group - Side Panel

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.

Help Article on Search Command in Groups

Exceptions

Community Unassignment: A Group must first be unassigned from any stage and private campaign, if applicable, before it can be unassigned from a community.
Add Member Availability: The Add Member option is available only for Groups with the Manual assignment method enabled.
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.

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Last Updated: September 9, 2026

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