---
title: All Things Groups 🏘️
description: Learn how to create, manage, and customize groups within your workspace.
---

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3. [Groups and Group Owners](https://support.haystackteam.com/en/managing-your-workspace?hsLang=en#groups-and-group-owners)

# All Things Groups 🏘️

Groups are the powerhouses of your Haystack workspace. They act like mini-intranets where you can house specific information, and they are your best tool for using notifications as focused distribution lists. 

**Whether you prefer to learn by watching the full video or following along with our super-detailed, time-stamped instructions, you've got this! Pick your learning adventure below!**

<iframe height="360" src="https://www.loom.com/embed/b9fbe795a241468fb7296e91f64b6132" style="margin: 10px auto; display: block; clear: both;" width="640" allowfullscreen></iframe>

#### **Table of Contents**

- [When to Use a Group](https://support.haystackteam.com/en/-all-things-groups#when-to-use-a-group)
- [The Types of Groups](https://support.haystackteam.com/en/-all-things-groups#types-of-groups) 
- [Customizing Your Group Dashboard](https://support.haystackteam.com/en/-all-things-groups#customizing-your-group-dashboard)
- [Managing the Group's Look and Feel](https://support.haystackteam.com/en/-all-things-groups#managing-the-groups-look-and-feel)
- [Controlling Permissions](https://support.haystackteam.com/en/-all-things-groups#controlling-permissions)
- [How To Configure a Group's Visibility Permissions](https://support.haystackteam.com/en/-all-things-groups#how-to-configure-a-groups-visbility-permissions)
- [Configuring Group Navigation](https://support.haystackteam.com/en/-all-things-groups#configuring-group-navigation)
- <https://support.haystackteam.com/en/-all-things-groups#configuring-group-navigation>[Assigning Group Owners](https://support.haystackteam.com/en/-all-things-groups#assigning-group-owners)

#### When to Use a Group (01:15)

Most teams use groups for four core areas. It’s no pressure to do them all at once—start small and add on!

| Core Area | Example Group | Purpose |
| --- | --- | --- |
| **Departments** (01:31) | Marketing, Engineering | Houses news, resources, and links relevant only to that team. |
| **Location-Based** (01:57) | Brooklyn Office, Los Angeles | Shares office maps, lunch menus, and local announcements. |
| **Culture/Community** (02:27) | Employee Resource Groups (ERGs) | Builds a home for cultural moments, initiatives, and community programs (e.g., Pride, Parents Group). |
| **Employee Segments** (02:52) | People Managers, Directors, Interns | Used for communication (e.g., performance reviews, bonuses) or resources unique to that segment. |

 

---

#### The Types of Groups (03:51)

This is a critical decision that dictates who can see and access the group’s content.

| Group Type | Icon | Visibility | Purpose |
| --- | --- | --- | --- |
| **Open** | *(None)* | Visible and searchable to **everyone**, even non-members. | **Best for Transparency & Collaboration.** Content appears in all employee search results. |
| **Closed** | *(Lock Icon)* | Visible to everyone, but **only members** can see the content. Employees will see a **"Request to Join"** button. | **Best for Safe Spaces/ERGs.** Signals that the community exists but requires permission to enter. |
| **Private** | *(Closed Eye)* | **Only visible to members.** It does not appear in search results or group listings for non-members. | **Best for Sensitive Topics** (e.g., Executive or confidential projects). |

 

---

#### Customizing Your Group Dashboard (06:20)

Every group has its own dashboard, and you can fully configure it to fit the group’s purpose using the same card library as your main dashboard.

- **Access:** The group's default landing page shows the dashboard.
- **Configuration:** Click the three-dot button in the top right of the group page to access the settings.
- **Strategy (07:07):** **Department Groups** should elevate links and recent posts. **Culture Groups (ERGs)** should elevate cards like birthdays and the Name Game to foster community.

| Card Name | Purpose |
| --- | --- |
| **Group Resources** | See top resources within your groups |
| **Recent Posts** | See recent posts from your groups |
| **Upcoming Events** | See upcoming events from your groups |
| **Groups links** | See important links set by admins or group owners |
| **Static Card** | Add a custom title and text block |
| **Banner** | A scrolling, narrow banner for special group announcements |

**Adding Cards to the Dashboard:**

1. Scroll to the bottom of the dashboard page and click on the **Add Card** button.
2. From the card library, choose the card you'd like to add.

![](https://downloads.intercomcdn.com/i/o/544759007/6fd315d2fb1d84a054a0788e/CleanShot+2022-07-11+at+22.14.44%402x.png?expires=1758909600&signature=c1262f7954a733a5484752a974e55050a3efd9060db2571822d820dfdfa87766&req=cSQjEcx3nYFYFb4f3HP0gLza6sn2%2FQUGL81VYQNZYBhyzvExuSNOIvkk5FwI%0Aop4%3D%0A)

---

#### Managing the Group's Look and Feel (08:44)

You can customize the group's visual identity and informational tags to help users find and understand its purpose.

**Updating a Group's Cover Image**

1. **Hover your mouse** over the cover image space and click on **Change Cover** in the top right corner. *(Tip: We suggest an image size of 1128x216px for beautiful display!)*
   
   ![](https://downloads.intercomcdn.com/i/o/544743307/a8fb8cddd77504b05b930dfa/CleanShot+2022-07-11+at+21.02.47%402x.png?expires=1758909600&signature=fc58e4109ca0a856c325df3cbefacc6ee46c0b8866e894631ec3efb374010934&req=cSQjEc19noFYFb4f3HP0gP8sJaZWQlK7LtXqn43nHRa5pxjbkMRt1oknR5eK%0A4PA%3D%0A)
2. **Select an image** from your computer or drag and drop it into the area.
3. Click **Save**.

**Completing a Group's About Info (09:09)**

1. **Navigate** to the group and click **About** in the page header.
2. Use the **Edit** buttons to complete the **Ask us About** (for searchable expertise tags) and **Description** areas.

![](https://downloads.intercomcdn.com/i/o/544741495/7300ea7c333d8f024212c2cc/CleanShot+2022-07-11+at+20.49.41%402x.png?expires=1758909600&signature=932d0294be5e6939738055478494b7715e2628551f9802215c7728eabdb7b435&req=cSQjEc1%2FmYhaFb4f3HP0gAAl8TjtyMDAguTUPdypMsDmsfjAuUx1FOVP5Mj5%0AmuQ6UI2wi%2BvKXaJeeg%3D%3D%0A)

#### Group Settings: Controlling Permissions (10:00)

Your group settings are accessed via the **dropdown arrow** in the top header. This is where you configure access and content roles.

![](https://downloads.intercomcdn.com/i/o/544735519/cc74d585aba8ba01cf994e8f/CleanShot+2022-07-11+at+20.27.39%402x.png?expires=1758909600&signature=15d5ec81514ff026e061a8df3b804dba1b6669f850743a6a4060e76bbc0bb227&req=cSQjEcp7mIBWFb4f3HP0gIuCuWPOtHw2l69bbN4pRwH5N0El9tJRM7IhiohE%0Aqhk%3D%0A)

| Setting Area | Action | Timestamp |
| --- | --- | --- |
| **Group Permissions** | **Content Creation Roles (11:35):** Decide who can share content for each type (Posts, Events, Pages, Dashboard). Options include: **All Members**, **Workspace Admins and Group Owners**, or **Workspace Admins only**. We suggest the middle option for organization. | 10:58 |
| **Content Approval Flow** | **Posts Only (12:18):** Toggle this ON to allow members to submit posts for approval, but require a **Group Owner or Workspace Admin** to review and publish it. | 12:18 |
| **Edit Group Dashboard** | Control who can configure the group's dashboard layout (defaulting to Group Owners and Workspace Admins is recommended). | 13:06 |
| **Navigation** | **Reorder and hide/show** the headers (**Dashboard, Posts, Events, Pages, Links**) that appear across the top of the group. You can also set a new **default landing page** for the group (14:06). | 13:20 |
| **Members** | **Add or remove members** one-by-one or via **CSV upload**. You also manage **Group Owner** roles here. *(Note: If you use SSO, reach out to your CSM about integrating group membership management.)* | 14:46 |
| **Teams Integration** | **Connect your group** to a specific **Slack Channel or Teams** channel to push notifications from the group to that chat platform. | 15:33 |

![](https://downloads.intercomcdn.com/i/o/544736723/634b4d6f4a69b80cc61c1712/CleanShot+2022-07-11+at+20.32.20%402x.png?expires=1758909600&signature=8ab6f6b661331bc771ab360deaaafbae95afc2000bd8ab666a17309370953b12&req=cSQjEcp4moNcFb4f3HP0gG5lZMi%2B4XIr6zvivQYGFY22EZllFN3HCsqZ9I5P%0A05s%3D%0A)

---

#### How To Configure a Group's Visibility Permissions (10:58)

Group visibility settings can be configured by Group Owners, Group Admins, and Workspace Admins.

1. **Navigate** to the group in which you'd like to configure visibility settings.
2. Click on the **dropdown arrow** in the header and select **Settings**.
   
   ![](https://downloads.intercomcdn.com/i/o/693080651/c8de5da7fe2ea37228c53e28/CleanShot+2023-03-16+at+20.22.15%402x.png?expires=1758909600&signature=c70c30ab3c942deb21aa06b84ded9cdc3fbf6d10bd63bb571194e05d9704326f&req=cikkFsF%2Bm4ReFb4f3HP0gHMFj7uSluewdFy6R6q6jf278Rlrb0%2FZS2ctpICj%0Awzw%3D%0A)
3. Click on **Permission Settings** (10:58).
   
   ![](https://downloads.intercomcdn.com/i/o/693081049/dd2758d6b03cf1e4da730189/CleanShot+2023-03-16+at+20.24.27%402x.png?expires=1758909600&signature=9bb70c4a5d5fd8fd88eff8993c2834e22de249611fc4a86678e223edfb83df82&req=cikkFsF%2FnYVWFb4f3HP0gBtoPwNFuRQdTlAvAh1UlQW71aK5IP%2FGDfJd9eFc%0A6Ng%3D%0A)
4. Under **Group Visibility**, click on the drop-down to select the group type that makes sense for your needs: **Open, Closed, or Secret**.
5. Click **Save** at the bottom of the modal.

| Setting Area | Action | Timestamp |
| --- | --- | --- |
| **Members** | Add and remove members, and manage Group Owner roles. | 14:46 |
| **Connect to Slack/Teams** | Connect group notifications to a specific **Slack Channel or Teams** channel. | 15:3 |

#### Configuring Group Navigation (13:20)

You can customize the tabs across the top (Dashboard, Posts, Pages, etc.) for each group.

1. In the group's settings, click **Navigation**.
2. You can **drag and drop** to rearrange the order of the tabs.
3. You can **toggle off** any page tabs you aren't using (e.g., Events) (13:54).
4. To set a **default landing page**, click the **three-dotted button** next to that page and click **Set as Home** (14:06).
5. Click **Save**.
   
   ![](https://downloads.intercomcdn.com/i/o/659496950/8519d63c0c4b5af4e1beff1f/Screenshot+2023-01-25+at+11.47.15+AM.png?expires=1758909600&signature=fd8d119eabdd615bc1116859010f240cecb8ed6cb7d10915d471c1941edbf512&req=ciUuEsB4lIRfFb4f3HP0gEIShxs%2BZnwxPpM6%2FmRHd%2BCqfcce2TQQ6nzWkzow%0ALvpITGRy0Nb3KzUtXw%3D%3D%0A)

---

#### Assigning Group Owners (15:14)

**Group Owners** are vital to content health. They are responsible for making sure the content is current, relevant, and well-managed within the group.

**How to Assign a Group Owner:**

1. **Navigate** to the group settings and click on the **Members** tab (14:46).
   
   ![Click on Members](https://haystack-e7351b195fcb.intercom-attachments-7.com/i/o/497605977/d69ff0e4664a6c9fab0c78c9/screenshot_69ead9c6-6213-454a-9668-4d4ba8d9dd6a?expires=1758909600&signature=2d0814d93a1a7759840a5db142801917ed0dd578fd8510b6bd4c3efc79a98cd6&req=cCkgEMl7lIZYFb4f3HP0gDm4URpV2SmtPHWC7rpdlsKCm43HBtop8F%2F%2BmCSr%0AWBY%3D%0A)
2. Search or scroll to find the member you'd like to promote.
3. Click on the **three dots** next to their name.
4. Select **Make Owner**. Their role will change from Member to Owner.
   
   ![](https://downloads.intercomcdn.com/i/o/506929199/463f646cbe06e83fd0126187/Screen+Shot+2022-05-03+at+11.00.09+AM.png?expires=1758909600&signature=821df7d85930a17197ff01f2419122a32e56a0579de5981cdcafca7b15003588&req=cSAhH8t3nIhWFb4f3HP0gHkJN58U52fPWEcnuHIBTKbvcvxsIJJPOMHpsBSI%0Ar74%3D%0A)

**Managing Members and Integrations**

- **Members (14:46):** Add and remove members one-by-one or via **CSV upload**.
- **Teams Integration (15:33):** Connect group notifications to a specific **Slack Channel or Teams** channel.

And there you have it! You've officially graduated from reader to **Haystack master**. Go forth, customize, and make your intranet the most brilliant, functional, and well-organized digital space it can be!

---

**Keywords:** Haystack, groups, group management, group permissions, visibility, open groups, closed groups, private groups, group owners, content creation, group dashboard, notifications, guide, tutorial, administration.

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