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Visibility Groups

Create named groups of people you can reuse — so you manage who's in a group once, instead of adding the same people to every private workspace one by one.

What it does

A visibility group is a labelled set of members of your organisation — for example Leadership, Design team or Contractors. You build the group once and keep its membership up to date in a single place.

You then share a private workspace with one or more groups, and everyone in those groups can open it — on top of the workspace's direct members. Change a group's membership in one place and access updates everywhere it's used.

Visibility groups are owner/admin only to create; sharing a workspace with a group is done by anyone who can manage that workspace (an owner/admin or a workspace admin).

Where to find it

  • Navigation: Settings → Visibility groups
  • URL: /dashboard/settings/visibility-groups

(If you don't see it, you're not an owner or admin — ask one to set the groups up.)

Step by step

Create a group

  1. Open Settings → Visibility groups.
  2. Click New group.
  3. Give it a Name (e.g. Leadership) and pick a Colour.
  4. Click Create group. It appears in the list with a 0 people badge.

Add or remove people

  1. Each group shows its members as chips, with an Add person dropdown beneath.
  2. Click Add person and choose someone from your organisation — they're added straight away and the count

updates. Only people already in your organisation appear in the list.

  1. To remove someone, click the bin icon on their chip. (This only removes them from the group — it doesn't touch

their account or their other memberships.)

Rename, recolour or delete a group

  1. Click the (more) button on a group → Edit to change its name or colour, then Save changes.
  2. Delete (also under ) removes the group and its membership list, after a confirmation. Deleting a group

never changes anyone's account — it just clears that grouping. (If the group was sharing any workspaces, those grants are removed too.)

Share a private workspace with a group

  1. Open the private workspace (Workspaces → the workspace). You'll see a Shared with groups section near

Members (visible to people who can manage the workspace).

  1. Click Share with group and pick a group. Everyone in that group can now open the workspace and its projects

and threads — without being added as individual members.

  1. To stop sharing, click the bin icon on a group chip. People in that group lose access immediately (unless

they're also a direct member or in another group that's still shared).

Visibility groups only affect private workspaces — open and closed workspaces are already visible to the whole team, so the Shared with groups section tells you that and has nothing to set.

What each screen shows

  • Groups list — every group as a row: a colour dot, its name, a N people badge, and a menu (Edit /

Delete). Beneath each row are the member chips and the Add person picker.

  • New group button — top right.
  • Empty state — when there are no groups yet, a short prompt to create your first one.

Tips and good to know

  • Owners and admins manage visibility groups; other members don't see this settings section.
  • A person can be in as many groups as you like.
  • Adding the same person twice does nothing — membership is deduplicated.
  • Group names must be unique within your organisation.

Troubleshooting

| Problem | What to try | | --- | --- | | I don't see Visibility groups in Settings | Only owners and admins can manage them. Check your role in People, or ask an owner/admin. | | The person I want isn't in the Add person list | They're either already in the group, or not a member of your organisation yet — invite them first from People → Invitations. | | Adding someone fails | They may have just left the organisation. Refresh the page and try again. |

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