Groups
A group is a segment of your community. Members belong to a group so they appear in that group’s directory listing, where other members can browse and filter profiles.What groups do
- Organize members into named community segments (e.g., “Alumni Network”, “Mentors”, “2025 Cohort”)
- Power your members-only community directory with searchable, filterable member listings
- Let you configure which custom fields appear as directory filters and which appear on profile cards
Adding members to a group
You can add members to a group in two ways:- Manually — select profiles from the Contacts page and use the bulk Assign to groups action
- Automatically via forms — configure an application or intake form to automatically add submitters to a group upon submission
The community directory
Each group has its own directory page listing all its members. Signed-in members can search by name and filter by any custom fields you’ve designated as directory filters. You can configure two types of fields for each group:
Members can also narrow a group’s directory by program and season to find people who participated in a specific cohort. These filters appear automatically on groups whose members belong to one or more programs — you don’t need to configure them.
Groups can be hidden from the directory if you don’t want them listed — hidden groups still exist and members still belong to them, but they won’t appear in the directory navigation.
Groups cannot be deleted. If you need to retire a group, set it to hidden
instead. This preserves membership history without exposing the group in the
directory.
Teams
A team is a working group built for task assignment and collaboration. Teams are managed internally by admins and are not part of the community directory.What teams do
- Group members for task assignment and workflow management
- Support team-level task lists that all members work through together
- Distinguish between team admins and regular team members
Team roles
Every team member has one of two roles within that team:
Team roles are separate from organization-level roles. A person can be a team admin on one team and a regular member on another, regardless of their organization role.
Team task lists
You can assign task lists directly to a team. When a task list is assigned to a team, all team members receive those tasks. Each member submits their own task responses individually, so you can track completion per person.Team types
Teams can be organized into types (e.g., “Working Groups”, “Partnerships”) to keep your team list manageable as it grows. When your organization has multiple team types, the sidebar groups teams by type. If you have no types defined, teams appear in a single flat list.Groups vs. teams at a glance
- Groups
- Teams
Use groups when you want to:
- Surface members in the community directory
- Let members browse and filter each other by profile fields
- Automatically categorize members based on form submissions
- Organize your community into segments for visibility and discovery
