Configure Collaboration Groups

Collaboration groups define which users can communicate and collaborate with one another. Groups help organize conversations across teams, departments, regions, or business functions while controlling visibility and access to Collaboration features.

Before you begin, ensure that Collaboration permissions are enabled for the appropriate user types. For more information, see Enable Collaboration Permissions for User Types.

  1. Go to Navigation Menu > Configuration > Collaboration.
  2. Click the Add new group icon.
  3. Complete the following fields:
    • Name: Specify a name for the collaboration group.
    • Type: Select Group.
    • Active: Select this option to make the group available immediately after it is created.
    • Allow chat between members of this group: Specifies whether users in this group can search for other members and start conversations. By default, this option is selected. Clear it to prevent users in this group from searching for other members or starting conversations directly. Users may still be able to communicate through other visibility configurations.
    • Description: Enter a brief description of the collaboration group.
    • Collaboration with groups: Grant permission to communicate and share information with other groups.
  4. Click Save.