Each group can have its own resources, metrics, and key metrics. Groups can be public (open to everyone in the organization) or private (invite-only).

They also act as permission levels, making them ideal for managing access to data and functionality across the platform.

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How to use groups

Haven’t created a group yet? Read more here: Create a group→

Overview

The overview shows the group’s key metrics, resources, and metrics.

Which key metrics appear on the overview is managed centrally under Key metrics→
Resources show up here automatically once a resource (such as a dashboard) has been shared with the group.
Which metrics appear on the overview is controlled by the group’s owner (or a system administrator).

Resources

Here you’ll find all resources that have been shared with the group — for example, dashboards, reports, or metric collections.

Members

Here you can view all members of the group.

Invite new members to the group — note that they must already be users in Homepal.

You can choose to notify users by email when sending invitations.

Settings

In a group’s Settings, you can:

Edit the name
Edit the profile
Manage owners
Manage access
- A public group can be joined and viewed by anyone.
- A private group requires an invitation before its content becomes visible.
Manage visibility
- If Show on home screen is enabled, the group and its content appear in members’ home feeds.
- If disabled, the group acts only as a permission level and won’t appear in other views.
Delete the group

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Tips

Groups can be used flexibly to reflect how your organization works — for example by team, project, or region.
Use groups to manage permissions for resources. It’s much easier to keep things organized than handling individual user rights — and permissions update automatically when members are added or removed.

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