Group Management: Solving Common Issues

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User cannot see group

• Group doesn’t appear in user’s group list
• User cannot access group workspaces

1. Is the user a member of the group?
2. Has the group been created successfully?
3. Is the user’s account active?

1. Add user to group (Admin Panel):
   • Navigate to Groups → Select group → Add member
2. Verify account status:
   • Check user is active in company
   • Ensure not marked for deletion

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User cannot access workspace

• User is group member but can’t access workspace
• Workspace doesn’t appear in user’s workspace list in Chat UI

1. Is the workspace associated with the user’s group?
2. Is the workspace active (not deleted)?
3. Does user have required role for workspace access?

1. Associate workspace with group (Admin Panel):
   • Navigate to Workspaces → Select workspace → Set group
2. Verify workspace status:
   • Ensure workspace not archived or deleted
3. Check user role:
   • Verify user has appropriate permissions

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Cannot delete group

• Delete button grayed out or missing
• Error when attempting to delete

1. Is this a Company or Private group? (Cannot be deleted)
2. Do you have admin permissions?
3. Is group still associated with workspaces?

1. Only Custom groups can be deleted:
   • Company groups: Automatic, cannot delete
   • Private groups: One per user, cannot delete
2. Remove workspace associations first:
   • Reassign workspaces to other groups
   • Then delete group
3. Verify admin permissions:
   • Ensure you have Admin, Sys Admin, Account Manager, or Company Admin role