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User

Groups

Read or manage the records shown by this feature.

Step-by-step guide

Before you start

Use the account and workspace that own the records. This page does not include administrator configuration forms.

Open this feature

Open /portal/groups on your application domain. The tasks below name the controls to use after opening the page.

Steps

Connect the channels you intend to group first. Use the correct workspace and an account allowed to manage channels.

Create a channel group

  1. Open Groups and select Create group.
  2. Enter Test launch accounts in Group name. Choose an Accent color and set Status to Active.
  3. In Accounts, select the connected accounts that belong in this group. Use the network filters if needed.
  4. Add an optional Description such as Accounts used for the test campaign.
  5. Select Create Group. Find the new group and check its selected accounts.

Update a group

  1. Use Edit on the intended group.
  2. Change the name, status, description or account selection. Removing an account from this selection changes the group membership.
  3. Select Update Group and reopen the group to verify the saved selection.

Fields shown in the interface

Field or settingWhat to enter or choose
Group nameRequired, maximum 120 characters.
Accent colorChoose a color for this group.
StatusActive or Inactive.
AccountsChoose accounts accessible to the current workspace. This groups existing channels; it does not connect a new provider account.
DescriptionOptional internal note, maximum 1,000 characters.

Check the result

  • The group contains only the accounts you selected.
  • Creating a group does not schedule or publish a post.

Problems and validation

ProblemWhat to do
No matching channels foundClear network/search filters or connect an account using Connect a channel.
An account cannot be savedConfirm that the workspace can access that channel.
You cannot save the groupThe source checks channel-management access; ask the workspace owner to review your role.

Technical reference

Sources for these task instructions
Role-scoped source references

Pinned commit: 1d0944d30f606782c9abf5b878224cdd3cd09b99

Source-only route information
MethodSource-default route
GET/portal/groups
Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source keyHandler
namemodules/AppGroups/Livewire/GroupWorkspace.php
descriptionmodules/AppGroups/Livewire/GroupWorkspace.php
colormodules/AppGroups/Livewire/GroupWorkspace.php
groupStatusmodules/AppGroups/Livewire/GroupWorkspace.php
accountIdsmodules/AppGroups/Livewire/GroupWorkspace.php