Groups is an organizational system aimed at boosting organization, privacy, and efficiency in Jasper.
Groups can be public or private, and Group creation capabilities may be restricted to users within your workspace with an Admin or Manager role.
Watch this Introduction to Groups video to master the essentials of Groups!
This is limited to Business plans only.
Creating a Group
1. Navigate to Workspace Settings and click Groups.
2. Clicking Groups will take you to the Groups page.
3. Selecting Create Group will pull up this modal.
4. Fill out your Group name and a description of the Group (description field is optional), then click Create Group.
5. After clicking Create Group you will have the option to add members to your Group, as well as select whether your Group is public to your workspace or private (invite-only).
Restricting Group Creation
On the Permission Settings page within Workspace Settings (visible to Admins and Managers only), you will be able to configure who can and can’t create Groups.
When the Groups toggle is switched on, only Admins or Managers can create a Group. If the toggle is off, any workspace member can create a Group.
Note: By default, the toggle is off, allowing anyone to create a Group.
Joining Public Groups
If a Group is public, then any user within your workspace will be able to view and join this Group. Users will be able to see all public Groups within a workspace by selecting the Available Groups tab on the main Groups page.
Clicking on a public Group will surface a modal with Group Information. If you click Join on the bottom right, you will now be a member of that Group.
Private Groups
Private Groups will not be visible within the All Groups tab (unless you are an Admin). Admins will have the ability to join any Group, public or private, but users with the Manager, Member or Developer roles will need to be invited to a Group in order to see it within the My Groups tab.
Any Knowledge, Voices or Documents added to a private Group will only be visible to members within that Group.
To make a Group private, when you’re initially creating a Group, select Private. This can be changed after creation as well by clicking Share and switching it from Private to Public and vice versa.
Adding New Projects to Groups
To add a new Project to a Group, click the Add Projects button on the top right.
Adding Existing Projects to Groups
- Navigate to the Projects tab and click … to the right of the Project.
- Select Share.
- Select the Group you want to add your Project to.
Adding Knowledge, Brand Voice, and Visual Guidelines to Groups
- Click on the Knowledge, Brand Voice, or Visual Guidelines tab in a Group.
- Select Add Knowledge, Add Brand Voice, or Add Visual Guidelines.
- This will bring up a modal that allows you to choose between adding a new or existing Knowledge Asset, Brand Voice, or Visual Guideline.
Adding Audiences to Groups
- Click on the Audience tab in a Group.
- Select Add Audience.
- This will bring up a modal to create a new Audience.
Transferring Ownership of a Group if a User Leaves the Workspace
If you remove a user from a workspace, whether that user has created a Group or not, you will need to designate someone to transfer ownership to. This option will appear while removing a user, and must be completed before the action is confirmed.
- Navigate to to the Teams page and click ... to the right of their name.
- Select Delete.
- Once you select Delete, you will see a modal with an option to select the workspace member you would like to transfer Group ownership to.
- Select the new owner in the drop-down, then select Confirm and assign owner.
The user will be removed from the workspace, and the new owner you selected will now own the Groups the previous owner created.
FAQs
What plans have access to Groups?
Groups is only available on Business plans.
Is there a limit to how many Groups can be created?
There is no limit to how many Groups can be created in a workspace.
Is there a limit to how many Groups a user can be a part of?
There is no limit to how many Groups a user can join.
What happens to the content, Knowledge and Voices in a Group that gets deleted?
The content, Knowledge and Voices in a Group will not get deleted if a Group gets deleted. The ownership/viewing permissions will go back to whoever created the content, Knowledge or Voice.