Articles on: User Management

How to Create a Group

Want to organize your team better or set up different groups for projects, departments, or whatever you need? With Spreadly, creating groups is super easy! In this article, we’ll walk you through the steps to create a new group, from start to finish.

Before you start: You’ll need to have the right permissions to create a group. If you don’t see the “Add group” button, talk to your admin!

1. Open the Groups Overview

First, head over to your team’s “Groups” section. Here you’ll see a list of all current groups in your organization.

Groups overview page with 'Add group' button

Click the big purple Add group button in the top right corner.

2. Enter Basic Group Information

A new page will pop up where you can set up your group’s basics:

Name: Give your group a clear, recognizable name. (required)
Description: Briefly describe the purpose of the group. (optional)
Admin option: Toggle if you want to add yourself as an admin right away.

Add group form with fields for name, description, and admin toggle

Once you’re done, hit the Add group button at the bottom.

3. Configure Advanced Group Settings

After you’ve added your group, you’ll land on the group’s settings page. Here you can:

Edit the group name and description
Set default member attributes (like phone number, job title, department, etc.)
Set up automatic member assignments

Take your time to fill out any details that will help your group run smoothly.

New group settings page with member attributes and auto-assign options

Don’t forget to click Save at the bottom when you’re finished!

That’s it!

You’ve just created a new group! 🎉 Now, you can start adding members, assigning templates, and customizing everything as you need.

Tip: You can always come back to the group settings to make changes later.

If you get stuck or need more help, just reach out to our support team. Happy grouping!

Updated on: 15/07/2025

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