Groups are collections of people. You can create groups for local volunteers in a particular area, or for people working on a specific policy or campaign.

Basically, any time you might have a number of people working on something together for a longer period of time, it might be a good time to create a group.

How to see your groups

1. Go to the groups page on the dashboard
2. You can filter groups by group name
3. To see a group’s page, click the “View” button for that group.

Recording - 1 Nov 2024.webm

How to create a new group

1. Go to the groups page on the dashboard and click the “New group” button
2. Choose a name for the group. You can’t have more than one group with the same name, so make sure you choose something unique. You can always change it later.
3. Add an optional description. It can be the group’s purpose, or more details about why it was created.

Recording - 4 Nov 2024.webm

Adding, updating and removing members

1. Go to the groups page on the dashboard, and select the group you want to add or remove members to.
2. On the group’s main page, click the members button.
3. To add members, click the Search and add people button in the top right, and select the person you want to add. You can filter by name, email address or other details in the dropdown menu.
4. You can remove anyone from the group by clicking the remove button.
5. You can change the status of a group member (from member, admin, to banned) by changing the dropdown menu. At the moment, group member status doesn’t change anything, however in the future it may impact planned features relating to Whatsapp and email communications for groups.
6. To see banned group members, click the “Show banned” toggle below the members list. You can unban any banned members using that toggle.