Groups & roles

Groups organize who you collaborate with and what they can do. Every interview plan belongs to a group, so groups are how access to interviews and their knowledge documents is shared across your team.

Open Groups from the sidebar. You'll see two sections:

• My groups — groups you're a member of.
• Tenant groups — other groups in your organization that you can request to join.

Roles

Within a group, members hold one or more roles that determine what they can do:

Role	What it means
Planner	Can create and prepare interview plans for the group.
Admin	Manages the group — its members, their roles, and the group itself.
Member	Belongs to the group and can access its shared content.

Working with groups

• Create a group to start a new collaboration space.
• Edit a group to rename it.
• Delete a group you no longer need (admins only).
• Members opens the member list for a group.
• Join requests membership of a tenant group; an admin approves it.

Managing members

In a group's member list, admins can:

• Add members — search for existing people in your organization, or invite someone by email. External invitations must use an allowed email domain.
• Assign one or more roles when adding someone.
• Remove a member from the group.

Invitations and requests

Group activity that needs your attention shows up as a notification dot on the sidebar. Depending on your role you may see:

• My invites — invitations to join a group, which you can accept or decline.
• My requests — join requests you've sent, with their status (pending, accepted, declined, cancelled); you can cancel a pending request.
• Join requests — for admins, requests from others to join your group, which you can accept or decline.