In this section, we will learn how to manage Chatter groups, add/remove members from the groups, and assign group roles to some users. To view all groups that you own or recently visited, navigate to the Chatter tab, click on Groups, and select any option as per your choice.
If you are a group owner or manager, you can do the following:
- Change groups from private to public or from public to private by editing the group settings
- If you change a private group to public, updates and files are visible to all users, all pending requests to join the group are accepted, and then anyone can join that group
To add or remove member(s) from the Chatter group, navigate to the group detail page and follow these instructions:
- If you want to add people, click on Invite People, enter their e-mail addresses separated by commas, add an optional message, and click on Send.
- If you want remove members from group, click on the Add/Remove Members link on the group details page.
- Then search for the user that you want to add/remove using the Find People search box.
- You will get a list of users based on your search criteria.
- Use the Next and Previous links to see more of the list.
- Click on Add to add a customer or X to remove a customer.
- Once you are finished, click on Done.
Sometimes, we have a requirement to create groups having a high volume of users, and the admin of that group is unable to maintain the user's request to join the group, keep control on posts, or delete unwanted posts. In such a case, you can change the role of a few users to Manager, so that they can manage the group just as an admin. This is like giving privileges to other roles or leveraging them from the users.
To change the roles of the Chatter group or of the groups for which you are the owner or manager, follow these steps:
- Navigate to the group's detail page, and select Change Roles from the right-hand side panel, as shown in the following screenshot:
- You can search the members in the search box. Optionally, you can sort the list by clicking on Managers | All Members.
- Select the Manager checkbox for the user whom you want to make that group's manager. If any user is selected as Manager, they will be able to see the people who ask to join the group even if they are not in other common groups. They will also be able to approve requests.
- Once you select a user for the group manager's role, click on the Done button.
The following table gives a list of actions that can be performed by members, managers, and owners of the Chatter groups. Customers can be group members and managers, but not owners.
|
Action you can perform |
Group owner |
Group manager |
Group member |
|---|---|---|---|
|
Post, comment, and search the group's feeds |
Yes |
Yes |
Yes |
|
Change member roles |
Yes |
Yes |
No |
|
Edit the group settings |
Yes |
Yes |
No |
|
Add and remove members from the group |
Yes |
Yes |
No |
|
Delete posts and comments |
Yes |
Yes |
No |
|
Edit the group's information field |
Yes |
Yes |
No |
|
Delete the group |
Yes |
No |
No |
|
Change the group owner |
Yes |
No |
No |
People with the Modify All Data permission or a system administrator can perform all actions on all groups. People with the View All Data permission can view details of all groups, regardless of membership.