How to Manage Groups and Committees

Learn how to create groups and committees, add members, set committee admins, manage subcommittees, and archive groups.

Creating a new group

1. Go to Manage Groups (admin portal) 
2. Select the Groups tab
3. Click New Group.
4. Enter the group name and description.
5. Click Create User Group.

Adding group members

1. Open the group.
2. Click Add Members.
3. Search for and select users to add.
4. For each member, you can set whether they are a group admin for this group.

Creating a new Committee

1. Go to Manage Groups (admin portal)
2. Select the Committees tab
3. Click New Committee.

4. Select to create from scratch or create from Charter.

   Create from Scratch — set up the group manually. 

   Create from Charter — upload a charter document and let Gabii AI analyze it to suggest the group structure, name, and details automatically

5. Enter the committee's name, description, and the number of required meetings per calendar year.
6. Click Save.

Adding Committee members

1. Open the committee.
2. Click Add Members.
3. Search for and select users to add.
4. Click Save to add the user.
5. For each member, click the Edit button to add roles.

Removing members from groups

1. Open the group.
2. Select the member(s) you want to remove.
3. Click Remove Members.

Removing members from Committees

1. Open the committee.
2. Select the member(s) you want to remove.
3. Click Delete.

Setting group/committee admins

Committee admins can manage meetings, agendas, and content within their committee but don't have company-wide admin access.

1. Open the group or committee.
2. In the Members section, look for the admin rights toggle next to each member.
3. Enable it for users who should have admin rights for this group or committee.

Managing subcommittees (hierarchy)

If your organization has the advanced group hierarchy feature:

1. Open the parent committee.
2. Click the Hierarchy tab.
3. Under Subgroups, click the + button to add a group as a subgroup.
4. Subcommittees inherit some properties from their parent.

Note: A committee cannot be its own parent, and deleted or archived committees cannot be set as parents.

Archiving a group

When a committee is no longer active, you can archive it instead of deleting it. Archived groups are hidden from normal views but their history is preserved.

1. In the groups or committees list, click the 3 dot menu.
2. Select Archive.

Archived groups and committees will be listed under the Archived tab.

Creating from a charter document

If you choose Create from Charter, Gabii AI will analyze the uploaded charter document and suggest the group structure, name, and details. Review the suggestions and make any adjustments before saving.