TABLE OF CONTENTS
I. Groups, Content Visibility & Calendar Events
New group members can automatically view the below on the group page:
All group documents
All group goals
All group meetings
Group discussions, tasks, polls created after the member is added to the group
New group members cannot see the content listed below unless they are manually added to it:
Past group discussions
Past group tasks
Past group polls
New group members receive calendar events for all meetings created after their addition to the group.
In order for new group members to have calendar events for meetings created before their addition to the group, invites for these meetings need to be re-sent to all invitees. To learn how to do so, please see Related Articles.
When a user is removed from a group, they can no longer view any of this group's content (including documents, goals, meetings, discussions, tasks, or polls). Events for the group's meetings are automatically removed from the user's calendar via cancellation email notifications.
II. Add Users to Group
Only the following users can add users to a group:
Organization admin
Group admin
Group owner
To add users to a group:
Click Groups in the main main navigation menu on the left
Find the group to be updated and click on the group's name to open the group page
Click Members in the top navigation menu
Click Update Members
click into the text box labeled Type a person's name
Type a name
Click this name in the menu this drops down
Click Save
III. Remove Users From Group
Only the following users can remove users from a group:
Organization admin
Group admin
Group owner
To remove users from a group:
Click Groups in the main main navigation menu on the left
Find the group to be updated and click on the group's name to open the group page
Click Members in the top navigation menu
Click Update Members
Click the X to the right of the names of users who should be removed from group
Click Save
Related Articles
Group Roles and Permissions: learn about the different types of roles within a group and the permissions associated with each role
Create / Delete a Group: learn how to create and delete a group
Update Group Roles: learn how to update roles within a group
Update Group Owner: learn how to change the Group Owner - Organization Admins only
Groups: learn about Boardable groups
Invite / Remove People from Meetings: learn who received invites, how to invite more people, or un-invite (remove / delete) individuals from a meeting in Boardable.