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Creating Groups
Creating Groups

How to Create Groups

MaryGrace Milligan avatar
Written by MaryGrace Milligan
Updated over 3 weeks ago

Groups in Equip are a powerful way to organize users, facilitate collaboration, and foster communication through secure, real-time chat. Follow these steps to create and manage groups in your program.


1. Accessing the Group Library

  • Navigate to the Group Library by selecting Groups from the navigation menu on the left-hand toolbar.

  • If you haven’t created any groups yet, you’ll see a prompt to click Create Group. If groups already exist, use the Create Group button in the top-right corner of the page to add a new group.

2. Naming and Describing Your Group

  • Start by giving your group a name. This will be visible to all members, including group leaders and participants.

  • Add a description to outline the purpose of the group. This field can be used to provide context, such as the group’s focus or objectives.

3. Enabling Chat

  • If you’d like group members to communicate with each other securely, toggle Enable Chat. This feature allows real-time conversations within the Equip app.

  • Admins can view, edit, or delete chats at any time to maintain a safe and organized environment.

4. Adding Members to the Group

  • Search for users to add to your group. You can assign them as:

    • Leaders: These users will be able manage messages within the group chat.

    • Members: Regular participants without administrative permissions.

  • Additional users can be added to the group at any time.

5. Finalizing Your Group

  • Once you’ve completed all the fields and settings, click Create Group at the bottom of the screen.

  • Your newly created group will now appear in the Group Library on the left-hand toolbar.

  • To make changes, click the three dots next to the group name and select Edit.

    Equip Groups make it easy to organize your program and facilitate communication. Start building your groups today to enhance collaboration!

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