# Groups and org chart

> Groups split the community into classes, teams and departments; they can nest inside each other, have a leader, be everyone's default group and open spaces. The org chart shows who reports to whom.

**Groups** split the community: a class, a department, a squad, the board. Unlike [tags](/membros/tags), a group **grants access**: a private space can be opened to a single group. The **org chart** is a separate but related thing: who reports to whom.

![The Groups tab](/screens/grupos.png "Groups with a leader, a head count and a group inside a group.")

## What they're for

| Community | Groups | What for |
|---|---|---|
| Online school | *March class*, *April class* | Each class's room, opened to the group |
| Company (HR) | *Engineering*, *Product* › *Design*, *Board* | Spaces per department; the company's org chart |
| Coworking space | *Residents*, *House team* | The residents' board; the team's space |
| Association | *Board*, *Council* | The board's room |

## How it works

### The group

| Field | What for |
|---|---|
| **Name** | E.g. *Class of 2026*, *Marketing*, *Wednesday mentoring* |
| **Inside** | The parent group, if any (*Design* inside *Product*) |
| **Color** | How the group is shown |
| **Led by** | The group's leader |
| **Default group for the community** | *"Everyone joins this group — the people already here and whoever signs up later. Unticking it removes nobody."* |
| **Who is in this group** | The people |

A person can be in **several groups**. The group marked with a star is their **main** one: it's the one shown in their box on the org chart.

### A group grants access

In a space or section with **Private** visibility, add the group under **Who gets in › Groups**. People in the group can see it; people outside don't even see the space in the menu (groups don't show a padlock). See [Visibility and access](/conceitos/visibilidade-e-acesso).

### The org chart

Each person can have a leader (**Reports to**). With that, **Members › Org chart** draws the structure: as a **List** (indented tree) or as a **Chart** (with zoom and drag), and you can view it starting from a person or from a group.

- People without a leader sit at the top.
- People with neither a leader nor reports appear in a "no place yet" list, instead of becoming a loose box.
- When a leader leaves the community, the people who reported to them now report to that leader's own leader.
- **Being a leader grants no permission at all**: *"Leading somebody grants no permission."* Permissions come from the [role](/conceitos/papeis-e-permissoes).
- The org chart is per community.

### Who can

Creating, editing and deleting groups and setting people's place: the **owner**, **admins** and **moderators**.

## Step by step

### Create a group

*Role: owner, admin or moderator.*

1. **Administration › Members › Groups › New group**.
2. **Name**, **Inside** (optional), **Color** and **Led by** (optional).
3. Tick **Default group for the community** only if everyone should be in it.
4. In **Who is in this group**, search for people and add them.
5. Save.

### Put a person in a group and set their leader

1. In **Members**, open the person's **Place in the organization** (*"Who Ana reports to, and which groups they are in."*).
2. In **Reports to**, search for the leader (empty = at the top).
3. In **Groups**, tick the groups and choose the main one (the star).
4. Save.

### Open a space to the group

*Role: owner or admin.*

1. **Space options › Edit space**.
2. **Visibility = Private**; under **Who gets in**, **Add a group**.
3. Save.

## Examples

**A room for each class.** Group *March class* with the 30 students; space *March room* (Feed, Private, group *March class*). Each class sees only its own room.

**A company's org chart.** Groups *Engineering*, *Product* and *Design* (inside *Product*). Everyone has their leader set. In **Org chart › Chart**, you see the whole structure; click the head of product's name to see only her area.

**Everyone in one group, for filtering.** A *Community* group set as **default**: everyone already here and everyone who arrives joins it.

## Common errors and how to fix them

| Situation | What to do |
|---|---|
| *No groups yet.* | Create the first one in **Groups** |
| The org chart says *"Nobody has a leader yet."* | Set **Reports to** on a few people |
| *"Too many people to draw at once."* | Open it by group, or click a name to start from that person |
| The person can't see the group's space | They aren't in the group, or the space's section is more restricted |
| You can't make someone the leader of their own leader | The org chart doesn't allow cycles |

## Frequently asked questions

**Does deleting a group remove people from the community?**
No. They just stop being in that group, and lose the access that came from it.

**Does unticking the default group remove people?**
No. It only stops adding people who arrive later.

**Does a leader see what their reports do?**
No. Being a leader grants no permission at all.

## In the API

`GET/POST/PUT/DELETE /api/member-groups`, `PUT /api/hierarchy/profiles/{id}` (leader and groups) and `GET /api/hierarchy/org-chart`. See [Hierarchy](/api/referencia/hierarquia).

## Related

- [Tags](/membros/tags)
- [Visibility and access](/conceitos/visibilidade-e-acesso)
- [Manage members](/membros/gerenciar-membros)
