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Create groups to organize your members (e.g. Board, Class of 2026) and use them for emails and events.

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Create a group

  1. Go to Groups in the sidebar.
  2. Click Create group (or Add group).
  3. Enter:
    • Name: e.g. “Board”, “Class of 2026” (required).
    • Description: optional short description.
    • Color: optional; used in the UI to distinguish groups.
  4. Save. The group appears in the list and can be used when assigning members, sending emails, or inviting to events.
Use clear, consistent names so everyone knows what the group is for (e.g. “2025-2026 Board” instead of “Board” if you have multiple years).

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Edit a group

  1. Go to Groups and click the group (or Edit).
  2. Change name, description, or color.
  3. Save. Member assignments are unchanged; only the group metadata updates.

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Delete a group

  1. Go to Groups and open the group.
  2. Find Delete group (often in a menu or at the bottom).
  3. Confirm. The group is removed. Members are not removed from the organization; they simply no longer belong to this group. Any past emails or event invites sent to the group are unchanged in history.
Deleting a group cannot be undone. If you might need it again, consider leaving it and removing members instead, or renaming it (e.g. “Board - Archive”).

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Next steps