How to use Groups

Topics in this article

💡 About groups
Who can create groups?
Private vs Open Groups
Automatic Membership
Group Admins
Who can post and comment?

👩‍💻 How to create and manage groups on desktop
How to create a group
How to manage memberships
How to Edit, Delete and leave a Group
How to export group statistics

🤳 How to create and manage groups on the app
Group feed overview
How to create a group
How to manage memberships
How to Edit, Delete and leave a Group

💡 About groups

Groups are communication channels consisting of a number of group members and a shared feed. Being a member of a group means you receive all content shared in that group, making it easy to share posts, events, and polls with the right people. To make sure users have access to the right communication channels, you can automatically assign them as members to a group based on their unit and role. You can also add group members manually.

Who can create groups?

Only users with the role permission "Can create groups"

Private vs Open Groups

When creating a group, you choose whether the group should be

1. Private - only the members of the group can see the group, its content, and its other members

2. Open - all users on your platform can find the group and choose to join it

Automatic Membership

To ensure that users have access to relevant groups, you can set up Automatic Group Membership. You can create the rules for automatic membership directly when you create the group, or you can do it later by entering the group settings page. By selecting units and roles, all users matching the combination you select will automatically become members of the group - both existing users and future users added to your Ziik platform. Should a user's role or unit be changed so that they are no longer covered by the rule, they will be removed as member.

Group Admins

When you create a group, you automatically become admin of it. You can choose also choose to add other admins to the group. Being a group admin lets you edit the group settings, pin posts to the top of the group feed, as well as manage group memberships. In the group settings, you choose whether all group members or only group admins should be allowed to post in the group.

Who can post and comment?

When you create a group, you can choose whether all group members can publish content in the group, or if only group admins can do it. This way you can use groups either only for one way communication, or a more open forum.

You can also choose if comments on content should be enabled or disabled by default. This setting can always be changed on a specific post.

👩‍💻 How to create and manage groups on desktop

How to create a group

1. Go to Groups in the left hand menu

2. In the top right corner, click New Group

3. Configure the group settings

Give the group a name
Describe the group
Add a group image
Automatic membership (optional) - all users, existing and new, matching the unit/role combination set here, will automatically become members of this group.
Choose who can publish in the group. All group members or only group admins.
Should comments by default be enabled on content shared in the group?
Should the group be:
private - the group and its content is only visible to its members
open - any user on your platform can view the group and choose to join it

How to manage memberships

Add members automatically (read more):

1. Enter the group

2. Click the three dots in the top right

3. Click edit

4. Select roles and units. Users matching the combination will automatically be added as members.

Add members manually

1. Enter the group

2. Click the Members tab

3. Click Add member in the top right corner

4. Select the individual users you would like to add to the group, and click Add

How to remove members

1. Enter the group

2. Click the Members tab

3. Click the three dots next to a user, then Remove

You cannot individually remove members that are part of an automatic membership

How to add and remove admins

1. Enter the group

2. Click the Members tab

3. Click the three dots next to a member, then + Admin, or remove an admin by clicking Demote

How to Edit, Delete and leave a Group

Only group admins can edit and delete the group. Open the option menu:

Edit: To update the group's name or adjust any other settings, simply click on "Edit"

Delete: If you decide to delete the group, click "Delete". This action can not be undone.

Leave group: Select "Leave group" if you want to exit the group.

If you are part of the automatic membership rule, you cannot leave a group. And if you are the only admin of the group, you must first promote another admin before you can exit the group.

How to export group statistics

As a site admin you can export group statistics to get an overview of all groups and their level of activity. You can also see who is admin in the different groups.

🤳 How to create and manage groups on the app

To access your groups page, navigate to the Groups section on your app's home screen and tap on "All Groups." Alternatively, you can directly access groups with the most recent activity from your Home Screen.

You can discover open groups within your organisation that you are welcome to join on the "Discover" page.

Group feed overview

Click on a group to enter its feed.

1. Group options

Tap on the three dots to access the options and group settings available based on your permissions

2. Group members and shared files
Simply tap on the buttons to navigate to the specific page for members or files.

3. Creating posts
To create a new post, click on the "Create post" field.

4. Feed filter
To change the filter and show a certain type of posts, tap on the "All posts" drop down menu

5. Post options
To access the post options menu, tap on the three dots located in the header of a post. This will open a menu with various options available to you, depending on your permissions.