Create & Manage Groups

Create a Group

Only Workspace Owners and Editors can create Groups.

Click 'Create' Button

Click the Create button in the top left of the sidebar

Select 'Create a Group'

Choose the option to create a new Group

Name Your Group

Enter a name for your Group

Select Where to Place Your Group

Use the dropdown menu to select where you want to create your Group:

Shared with everyone - Creates a Group shared with everyone in the workspace
Inside any existing Group - Creates a nested Group that inherits the parent’s sharing settings
Private - Creates a private Group visible only to you (for Workspace Owners and Editors only)

Create the Group

Click Create Group to finalize your Group creation

Duplicate a Group

You can duplicate an existing Group to create a new Group with the same structure and Assistants.

What Happens When You Duplicate a Group

Group Copy

A new Group with the same name plus “Copy” will be created

Assistants

All Assistants from the original Group will be duplicated

Settings

Group and Assistant settings will be preserved, but members will not be duplicated

Ownership

You will be the Owner of the new Group

When to Use Group Duplication

Create a template for different course sections
Save a backup before making major changes
Set up a new version for a new semester
Create a testing environment for new configurations

How to Duplicate a Group

Only Group Owners and Workspace Owners/Editors can duplicate Groups.

Access Group Menu

Hover over the Group you want to duplicate and click the three dots menu

Select Duplicate Group

Choose Duplicate Group from the menu options

Group is Duplicated

A duplicate Group with the same name ending in “Copy” will appear on the sidebar with all Assistants duplicated

Manage a Group

Once you’ve created or duplicated a Group, you can manage its settings, members, and content.

General Settings

Manage Group Members

LMS Integration

Nested Groups

Nested Groups allow you to create hierarchical structures, organizing your content like folders within folders.

Purpose of Nested Groups

Departmental Organization

Create a main department Group with nested Groups for specific courses, research teams, or administrative units

Course Management

Set up a primary course Group with nested Groups for different sections, lab groups, or project teams

Multi-level Institutions

Structure your workspace with Groups for colleges/schools, departments, and individual programs in a hierarchical structure

Special Projects

Maintain a primary Group for a project with nested Groups for specialized workstreams or milestone-based teams

How to Create Nested Groups

Start Group Creation

Click the Create button and select Create a Group

Select Parent Group

In the dropdown menu, choose the existing Group where you want to create the nested Group

Name and Create

Enter a name for your nested Group and click Create Group

Permission Inheritance: Users with access to a parent Group automatically have access to all nested Groups within it. Their role permissions remain consistent throughout the hierarchy unless specifically modified for a nested Group.

Best Practice: Keep your Group structure reasonably flat to ensure ease of navigation. Avoid creating too many nested levels that might confuse users.

Private Space for Development

Private space for workspace owners and editors

Workspace Owners and Editors have access to a dedicated private development space where they can:

Create Groups and Assistants visible only to them
Test and refine Assistants before making them available to users
Develop content without interrupting regular Workspace activities

This private space eliminates the need for creating separate “sandbox” Groups, as it provides a built-in space for development and testing that’s entirely hidden from regular users.

Essentials

Tutorials

Changelog

Create & Manage Groups

Create a Group