Manage groups

If you're an administrator of your organization or you have the appropriate privileges, you can manage groups that members own. For example, you can edit the group details, change who can see and join the group, change the sharing properties, invite members, manage membership requests, change the owner, update a member's role in the group, remove members from a group, and delete the group. You can also manage content in the group and invite other members to join the group.

Caution:

The Members tab does not appear for groups whose membership is controlled by a SAML-based organization.

Edit group properties and settings

To edit the properties and settings of a group owned, managed, or administered by the member, open the group page.

1. Verify that you are signed in to your organization and that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Use the tabs, filters, sort options, and search as needed to find the group you want to edit.
4. Click the name of the group to open its group page and do any of the following:
   • To edit the information of a group, click Edit next to the property you want to edit, make your edits, and click Save to save your changes. You can edit the group name, summary, description, thumbnail, and so on.
   • To change group settings, such as who can find, join, and contribute to the group, or to specify the type of items (for example, maps or layers) displayed by default on the group's Content and Overview tabs, click the Settings tab and update the properties you want to change. You must have the appropriate sharing privileges to make the group accessible to organization members or the public. Your options may depend on the sharing properties of the organization. For example, if the organization only allows sharing within the organization, only administrators will see the Everyone (public) option. Users with custom roles with privileges to manage groups (and the member) will not see this sharing option.
   • To set up content categories for the group, follow the steps in Categorize content.
   • To create or manage a group's featured content gallery, follow the steps in Curate featured content.
   • To change the owner of a group, click Change owner on the Overview tab, search for and select a new group owner, and click Save.

     For shared update groups (that is, groups that allow group members to update all items in the group), group ownership can only be transferred if both of the following conditions are true:

     • The member who is transferring ownership of the group is either a member of the default administrator role or a custom role that has the Groups: Reassign ownership administrative privilege.
     • The member to whom group ownership is being transferred is either a default administrator or has the Groups: Create with update capabilities administrative privilege.

     Only default administrators can own administrative groups (that is, groups that restrict group members from leaving the group) and groups for which the member list is only visible to group owners and managers.

   • To prevent the group from being accidentally deleted, click the Settings tab, check the box under Delete protection, and click Save. This setting is especially important to protect special groups such as Open Data groups.
   • To delete the group, click the Settings tab and click Delete group. In the Delete window, click Delete. This option is not available if Delete protection is enabled on the group.

Assign members to groups

As an administrator with the appropriate privileges, you can assign members to groups from the Members tab of the organization. There is no limit to the number of members that can be added to each group.

1. At the top of the site, click Organization and click the Members tab.
2. Select the member or members you want to assign to a group or groups, click More, and click Manage group membership.
3. In the window that appears, select the group or groups that you want your members assigned to.
4. Click Save.

Manage groups for a specific member

As an administrator, you can manage group membership for a specific member in your organization from the member's Groups page.

1. Verify that you are signed in to your organization and that you have privileges to manage member groups.
2. At the top of the site, click Organization and click the Members tab.
3. Search for the member by name or username and apply filters as needed.
4. Click the More options button for the member whose groups you want to manage, and click View groups.

   The member's Groups page appears.

   Note:

   Each user in an organization can be added to a maximum of 512 groups.

5. Do any of the following:
   • If you see an Invitations link, the member has been invited to join the number of groups indicated by the number next to the link. Click Invitations and, for each group, click Join this group or Decline. Click Close when finished.
   • To add the member to one or more groups in your organization, click Add to groups, find and select the groups to add the member to, and click Add to groups.
   • To remove the member from a group, click the Remove member from group link for the group and click Remove.
   • To delete a group owned by the member, click the Delete group link for the group and click Delete.
   • To update the member's role in a group, click View details to open the group page. For more information, see Manage group membership and roles.

Manage group membership and roles

You can remove members from a group and change their group roles from the Members tab of the group page. You can invite members to the group and manage requests to join the group from the Overview tab or the Members tab.

Group owners and administrators with privileges to manage groups can promote group members to group managers to help with group ownership tasks. Group owners, group managers, and those with privileges to manage groups can invite members to the group, remove content and members, and edit group properties. Members of the default administrator role, group owners, and group managers can process membership requests for groups that allow requests.

1. Verify that you are signed in to your organization and that you have privileges to manage member groups.
2. Click Groups at the top of the site.
3. Use the tabs, filters, sort options, and search as needed to find the group whose properties and settings you want to edit.
4. Click the name of the group to open its group page and do any of the following:
   • To remove one or more members from a group, click the Members tab, check the boxes next to the members you want to remove, and click Remove member from group.

     You can search for members by full name and apply filters to narrow the list of group members.

     Tip:

     To find specific members in your organization who belong to the group, turn on the My organization view toggle button to see additional filter options—for example, member categories, user type, and login type. The options you see depend on your privileges in the organization.

     Active filters are shown at the top of the results page. Click the x next to a filter to clear it. To clear all active filters at once, click Clear.

     Tip:

     You can remove all members from the group at once by checking the check box above the members list to select all members and then clicking Remove member from group. Remember to deselect the group owner before removing the group members.

     If you forgot to deselect the group owner, click Deselect owner when prompted.

     Click Remove.

   • To change a member's role in the group, click the Members tab, check the box next to the member whose group role you want to change, and click Update member's group role.

     You can search for members by full name and apply filters to narrow the list of group members.

     Tip:

     To find specific members in your organization who belong to the group, turn on the My organization view toggle button to see additional filter options—for example, member categories, user type, and login type. The options you see depend on your privileges in the organization.

     Active filters are shown at the top of the results page. Click the x next to a filter to clear it. To clear all active filters at once, click Clear.

     From the menu, select another role and click Save.Group roles include Owner, Group manager, and Group member, and the options available for a user depend on the user's privileges. For example, to be promoted to Group manager, a member must be a member of the same organization as the group owner and have privileges to create and own groups.

   • To manage requests to join the group, click Membership requests on the Overview or Members tab and approve or decline each request, or click Approve all.

     Note:

     Only default administrators, group owners, and group managers can manage membership requests.

   • To invite other members to join the group, click Invite members on the Overview or Members tab and select the members you want to invite to the group. You can add members to the group without having to send them invitations that they must accept to become part of the group. To do this, check the Add organization members without requiring confirmation box. Click Invite members to invite the users to join your group or click Add members to group to add members directly.