Manage Groups

Please note that this document will be updated periodically.

This feature is only available if you have a role with the relevant rights according to the group settings.

Manage a Group

How to access group management

Click on Groups in the main menu and click on the group you want to manage. This takes you directly to the Group Info tab of the group, where a set of tabs lets you manage every aspect of the group.

Group management tabs

Each tab below has its own dedicated guide covering the relevant fields, required / optional data, and available actions.

• Info — edit banner, description, address, partners, and socials. See Group Info.
• Members — invite, accept, manage, and remove members. See Group Members, Group Members Roles, and Group Members Tiers.
• News & Announcements — post and manage group news. See Group News.
• Pools & Portfolio — import pools, create raise pools, and manage the group's portfolio. See Group Pools & Portfolio.
• Performance — review group performance metrics. See Group Performance.
• Preferences — notifications, privacy, KYC requirements. See Group Preferences.
• Account — subscription, wallets, KYC / KYB, and group ownership. See Group Account.

Editing and saving

Inside any tab, click Edit in the top right corner to modify the tab's fields. Click Save to keep your changes, or Cancel to discard them.

Important

If you attempt to exit the edit screen without saving, a pop-up will appear asking if you want to save your changes.