Private Groups: Confidential and Focused Collaboration

Private groups are specialized, restricted-access communities designed for confidential discussions and collaboration. They are integral to community management, offering a range of functionalities that ensure secure and organized interaction. Owners and admins can create and manage these groups, even converting regular groups into private ones when needed. Each role within a group—Owner, Admin, and Contributor—comes with specific responsibilities, ensuring a well-structured environment.

Setting Group Privacy in Communities

Members must request access to join a private group, with approval granted by admins or owners. Private groups can transition between public and private statuses, making them versatile for various purposes like internal business communications, exclusive community engagement, or focused project collaboration.

The user-friendly interface allows owners and admins to toggle between group types, customize branding, and control visibility to non-group members easily.

Usage Cases

How to Use the Private Groups Feature

Using private groups involves several steps and functionalities. Here's a step-by-step guide on how to create and manage a private group:

Creating and Managing a Group

1. Create a New Group:

   • Click on the site and select "Create Group."

   • Name the group, customize its appearance, and click on "Create Group."

2. Convert to Private:

   • Administrators and owners can adjust the group settings to make the group private. This is perfect for confidential discussions.

   • Go to your Group area > Click on the Gear icon > Group Type > Switch to Private > Save.

3. Customize Appearance:

   • Edit colors, images, and branding to suit your needs.

Membership Management

1. Request to Join:

   • Interested members click on the group URL and request to join. The request button will change to “Requested.”

2. Review and Approve Requests:

   • Admins and owners can review and accept or reject requests from the "People" section using the filter “Requested.”

3. Adjusting Roles:

   • Owners and admins can assign members roles (admin/contributor). An owner's role cannot be reassigned.

Group Visibility

1. Access Control:

   • Adjust roles and control who can see and participate in the group.

2. Access for Non-Group Members:

   • You can choose to make the group visible to non-members. This setting controls whether non-members of this group, who have access to other groups in the sub-account, can see your group in the group switcher on the top left or not.

By following these steps, you can create a well-structured and secure private group, providing a focused and collaborative environment for your members. This ensures that sensitive discussions remain confidential while still allowing for efficient management and engagement within the community.