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Create Groups
Evan Gove avatar
Written by Evan Gove
Updated over a week ago

Below are step-by-step instructions on how to create groups in Equip.

Step 1: The first step in creating a group is locating the group library on the left-hand toolbar. To do this, select “Group” in the navigation menu.

Step 2: If you don’t have any groups yet, you can click either of the “Create Group” buttons to get started. If you’ve already added a group to your program, click on the button in the top right. This button will always be visible on the group page.

Step 3: Name your group. This is what the group will be visible as to all members of the group, including you.

Step 4: Add a description for the group. Here, you can provide a brief overview of the group, defining its purpose.

Step 5: Next, toggle “Enable Chat” if you would like for group members to securely chat amongst one another. Groups allow for real-time chatting within the Equip app, and chats are viewable by members, but can be edited or deleted by Admin at any time.

Step 6: Search for users to add to the group. Here, you may designate them to lead or join the group. Leaders have administrative privileges in the group. More users may be added to groups at any time.

Step 7: Finally, select “Create Group” at the bottom of the screen.

Step 8: Congratulations! You have successfully created a Group! Your Group will always be visible within the group library on the left-hand toolbar. You can edit your group at any time but selecting the three dots on the right-hand side of the screen.

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