> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage groups

> Create, edit, and delete the groups in your side navigation — choose who can see each one, and pick whether it's a Win group with AI win posts and a leaderboard or a Communication group for everyday discussion.

**Groups** are the team feeds listed under **Groups** in your side navigation. Each group is a place to post, reply, react, and @mention teammates. When you set one up, you decide two things: **who can see it** and **what kind of group it is**.

There are two group types:

| | **Win Group** | **Communication Group** |
| - | - | - |
| Posts, threads, and @mentions | Yes | Yes |
| Photo and video sharing | Yes | Yes |
| AI-generated win posts (**Use AI**) | Yes | No |
| Leaderboard beside the feed | Yes — pick at least one | No |

Use a Win group to celebrate sales, hours saved, and badges. Use a Communication group for updates, questions, and discussion that don't need a leaderboard.

<Note>
  Only **Admins** can create, edit, and delete groups, change a group's banner, and see the member count on a group. Everyone else who can see a group can post, react, and comment in it.
</Note>

<Note>
  If you don't see **Groups** in your side navigation, groups aren't turned on for your workspace.
</Note>

<Frame caption="Video: How to Create a New Group in Menaia (2:08)">
  <iframe className="w-full aspect-video rounded-xl" src="https://www.youtube-nocookie.com/embed/qSny2vMO440" title="How to Create a New Group in Menaia" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerPolicy="strict-origin-when-cross-origin" allowFullScreen />
</Frame>

## Create a group

<Steps>
  <Step title="Start a new group">
    In the side navigation, find the **Groups** heading. Click the three-dot menu beside it and choose **New Group**. If your workspace has no groups yet, click **Create a Group** under the heading instead.

    The **Create New Group** window opens on its first tab, **1. Details & Access**.
  </Step>

  <Step title="Name the group">
    Enter a **Group Name**. This is required. It appears in the side navigation and at the top of the feed with a `#` in front of it.

    Add a **Description (Optional)** if you want. It shows under the group name at the top of the feed.
  </Step>

  <Step title="Choose who can see it">
    Use **Allowed Branches**, **Allowed Roles**, and **Allowed Users** to limit who sees the group. Each list opens in alphabetical order, so you can scroll to pick or type to search. **Allowed Users** lists people from every branch.

    Leave all three empty to show the group to everyone in your workspace. See [Who can see a group](#who-can-see-a-group) for how the three lists combine.
  </Step>

  <Step title="Continue to the group type">
    Click **Continue**. The window moves to the second tab, **2. Choose Group Type**.
  </Step>

  <Step title="Pick a group type">
    Under **Choose a group type:**, click one of the two cards:

    * **Win Group** — AI-generated win posts, a leaderboard for team performance, plus posts, threads, file sharing, and @mentions.
    * **Communication Group** — posts, threads, and commenting, with image and video sharing and @mentions. No leaderboard and no AI-generated win posts.
  </Step>

  <Step title="Choose a leaderboard (Win groups only)">
    If you picked **Win Group**, a **Leaderboard** field appears. Choose **Sales**, **Crew**, or both. A Win group needs at least one.
  </Step>

  <Step title="Create it">
    Click **Create Group**. The button stays off until you've picked a type, and for a Win group, at least one leaderboard. You'll see **Group created successfully**, and the group appears in the side navigation.
  </Step>
</Steps>

<Tip>
  Click **Back** to return to the first tab without losing anything you've entered. Click **Cancel** to close the window without creating the group.
</Tip>

## Edit a group

You can open a group's settings from two places:

* **Side navigation** — hover over the group's name, click the three-dot menu that appears, and choose **Edit Group**.
* **The group's feed** — click the member count button beside the group name at the top of the feed, for example **(12)**.

The **Edit Group** window has the same two tabs as when you created the group. Change the name, description, or who can see the group on **1. Details & Access**, then click **Save Changes**. To change the group type or its leaderboards, open **2. Choose Group Type**. The group's current type is marked **Current**. Click **Save Changes** on either tab to save everything.

You'll see **Group updated successfully** when your changes are saved.

<Note>
  The three-dot menus only show when the side navigation is expanded. If your navigation is collapsed to icons, expand it first.
</Note>

### Switch a group's type

On **2. Choose Group Type**, click the other card. A warning explains what changes before you save.

**Switching to a Communication Group will:**

* Remove the leaderboard from this group
* Remove the ability to create AI-generated win posts

Members, posts, and past wins stay intact. You can switch back anytime.

**Switching to a Win Group** turns on AI-generated win posts and a leaderboard for the group. You'll need to pick at least one leaderboard before you can save.

<Tip>
  Switching a Win group to a Communication group clears its leaderboard picks. If you switch back later, choose the leaderboards again.
</Tip>

## Who can see a group

The three access lists work together:

* **An empty list doesn't restrict anything.** If you leave all three empty, everyone in the workspace sees the group.
* **Within one list, any match counts.** If **Allowed Roles** has Sales Admin and Sales Member, someone with either role passes that list.
* **Every list you fill in must match.** If you set both **Allowed Branches** and **Allowed Roles**, a person needs to be in one of those branches **and** have one of those roles. Filling in **Allowed Users** as well narrows it further, to only those people.

A few details to keep in mind:

* **Branches are matched against the branch you're currently working in.** If you switch to a branch that isn't allowed, the group drops out of your navigation until you switch back.
* **Admins skip the role and user lists, but not the branch list.** An Admin sees every group except those limited to other branches.
* **Only people who can see a group can post, comment, or react in it.**

<Warning>
  If you restrict a group to a branch you aren't currently working in, it won't appear in your side navigation after you create it. Switch to that branch to see and manage it.
</Warning>

## Delete a group

<Steps>
  <Step title="Open the group's menu">
    In the side navigation, hover over the group's name, click the three-dot menu, and choose **Delete Group**.
  </Step>

  <Step title="Confirm">
    The **Delete Group** window asks: *Are you sure you want to delete "\[group name]"? This will remove the group for all users.* Click **Delete Group** to confirm, or **Cancel** to keep it.
  </Step>
</Steps>

You'll see a confirmation that the group was deleted. It disappears from the side navigation for everyone, and its feed, posts, and leaderboard can no longer be opened.

<Warning>
  There's no way to bring a deleted group back from the app. If you only want to stop the leaderboard or AI win posts, switch the group to a **Communication Group** instead. If you only want to change who sees it, edit its access lists.
</Warning>

Deleting hides the group rather than erasing it. For how deleted records work, see [Soft delete](/reference/platform/soft-delete).

## What's next

<CardGroup cols={2}>
  <Card title="Win feed" icon="trophy" href="/guides/earnings/win-feed">
    Post, react, and comment in a group, and see how Win and Communication groups differ.
  </Card>

  <Card title="Create an AI win post" icon="sparkles" href="/guides/earnings/create-ai-win-post">
    Turn a real sale, hours saved, or unlocked badge into a celebration in a Win group.
  </Card>

  <Card title="Leaderboard" icon="ranking-star" href="/guides/earnings/leaderboard">
    Understand the Sales and Crew leaderboards shown in Win groups.
  </Card>

  <Card title="Comment and reaction rules" icon="comments" href="/reference/earnings/comment-reaction-rules">
    Who can comment and react in a group, and the limits that apply.
  </Card>
</CardGroup>
