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Groups let you label and organize members (e.g. Board, Class of 2026, Committee) and use those groups when sending emails or managing event invitees.

What is a group?

A group is a named set of members in your organization. Each group has:
  • Name (e.g. “Board”, “Class of 2026”)
  • Optional description
  • Optional color (for display in the UI)
  • Members: you add or remove members from the group
Groups are like tags or labels: one member can be in multiple groups.

Why use groups?

  • Emails: Send emails to a group instead of selecting members one by one or sending to everyone.
  • Events: When inviting to events, you can select a group so everyone in that group gets an invite.
  • Members list: Filter members by group to see who is in Board, who is in Class of 2026, etc.

Where to manage groups

  • Open Groups in the sidebar to see all groups, create new ones, and assign members.
  • When sending an email or inviting to an event, you can pick one or more groups as recipients or invitees.
See Create groups and Assign members. If a group is missing or a member is not in the right group, see Groups troubleshooting.