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How to Create a New Group

Empower your teams with dedicated spaces for collaboration, departmental news, and shared interests.

Groups are the heart of engagement in Haystack. They provide a centralized hub where specific audiences can gather to share announcements, store documentation, and stay connected. Whether it’s a formal department like "Customer Support" or an employee resources group like "Working Parents," creating a group ensures the right people have access to the right information at the right time.

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Prerequisites

Before you dive in, ensure you have the necessary permissions:

  • Workspace Admins & Group Admins: Have full access to create new groups.

  • Member Permissions: Depending on your organization's specific setup, standard members may or may not have group creation rights. If you don't see the option to create a group, check in with your platform admin team.

Step-by-Step Guide to Creating a Group

1. Launch the Create Menu

Click the global Create button located in the top right-hand corner of your Haystack dashboard.

2. Select "Create Group"

From the dropdown menu, select the Create Group option, found toward the bottom of the list.

3. Define Your Group Details

A modal will appear asking for the foundational details of your group:

  • Group Name: Choose a name that is clear and descriptive. We recommend following any existing naming conventions your company uses (e.g., "Dept - Marketing" or "Social - Hikers").

  • Group Icon: Upload a custom photo or select an emoji to give your group some personality. This helps the group stand out in the directory.

  • Description: Briefly explain what this group is for and who should join. You can use "@" to mention people or "#" to add tags here.

4. Set Group Visibility

Choose how private or public you want this space to be:

  • Open Group: Visible to everyone. Anyone can see the content and join immediately.

  • Closed Group: Visible in the directory, but users must request to join or be invited to see the content.

  • Secret Group: Completely invisible to non-members. Only admins and invited members know it exists.

Pro Tip: Many admins start a group as "Secret" while they build out the initial content, then switch it to "Open" or "Closed" once it's ready for the full team.

5. Add Initial Members

Click Next to add members. You can search for specific colleagues to join right away. If you're still setting things up and aren't ready to notify people yet, you can click Skip.

6. Finalize

Click Create Group. You will be taken directly to your new group dashboard where you can start adding posts, events, and pages!

Best Practices

  • Content First: Before inviting the full audience, add a "Welcome" post or a few key files so the group feels active from day one.

  • Assign a Co-Admin: Don’t lead alone! Assign a second Group Admin to help manage memberships and keep content fresh.

  • Be Descriptive: A clear description helps users find the right group through the global search bar.

Need More Help?

If you run into any issues or have questions about group permissions, we’re here to help!

  • Chat with us: Use the support chat icon at the bottom of your screen.

  • Email us: Reach out to our team at support@haystackteam.com.

Keywords: Create Group, New Group, Group Visibility, Permissions, Secret Group, Group Admin, Collaboration, Workspace Setup, Internal Communications, Group Settings