Create a group
Creating a group is the first step to bringing the right people, resources, and insights together in one place.
1. Create a new group
Go to All groups and click Create.
You can also click the + icon that appears when you hover over Groups in the sidebar.
2. Give your group a clear identity
Choose a name and add a profile color that makes the group easy to recognize.
Try to pick a name that reflects its purpose — for example, Marketing team, Energy tracking, or Property management west.
(The important thing is that the group reflects the constellations you actually work in)
3. Assign one or more owners
An owner manages the group’s settings, resources, and members.
This is often a team lead or project manager. You can assign multiple owners if needed.
4. Set access level
Decide whether the group should be public or private:
Private group:
Content is only visible to members.
New members can only be invited by an owner or a system administrator.
Public group:
Content is visible to all users.
Anyone can join the group without an invitation.
5. Choose visibility on the home screen
Turn on Show on home if you want the group’s content to appear in the Home feed for its members.
Turn this setting off if the group is used only for permissions or access control.
When you’re ready — click Create.
🎉 Done! You’ve just created your first group.
Next steps
To make the most out of your group, continue by:
Inviting members to collaborate.
Defining key metrics to track your goals.
Creating and adding dashboards to visualize progress and insights.
Adding metrics that highlight trends and performance.
Copyright © Homepal AB 2025