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Create and Manage Public and Private Groups

Learn how to create workspace-wide groups to easily share resources and collaborate at scale.

Last updated: Nov 17, 2025

Overview

Groups help you organize workspace members by practice area, department, client matter, or shared interest. They make it easier to manage sharing and restrict access so the right people have the right resources.

Default Group Permissions

When Groups are first enabled in your workspace, the following permissions are applied automatically:

Role

Default Permissions

All Users

  • Can create private groups for collaboration (e.g., by matter, department, or project).

Admins

  • Can create both private and public groups.
  • Can view all groups created in the workspace, including membership and shared resources.

Note: Admins can update these default permissions at any time to fit your organization’s needs.

Group Types and Use Cases

The following table summarizes the key differences between public and private groups, including permissions, access controls, and common use cases.

Group Type

Who Can Create / Manage

Best For

Common Use Cases

Examples

Private Groups

  • Admins: Always have full control
  • Users: Can create and manage private groups by default. Admins can control this permission
  • Membership (ability to add/remove members) is managed by the group owner or Admin

Access control and compliance

Restricting access to confidential or matter-specific work

  • Restrict access to only the lawyers and staff working on that matter
  • Ensure sensitive workflows or projects (like compensation analyses or compliance playbooks) are only available to authorized teams
  • Limit access to projects that involve personal data handling
  • Client-Matter Groups: “Client A – Litigation Team”, “Client B – M&A “
  • Confidential Departments: “HR”, “Finance”
  • Regulatory Projects: “GDPR Compliance”

Public Groups

  • Admins: Always have full control
  • Users: Can create and manage public groups only if granted Create Public Groups permission
  • Members can freely join or leave

Collaboration and personalization

Organize for knowledge sharing

  • By practice area: help members find relevant workflows, playbooks, or prompts
  • By interest: let members explore shared projects aligned with their interests
  • By region: make it easy to surface resources specific to a location
  • Practice Areas: “Employment Law”, “IP Litigation”
  • Knowledge-Sharing Communities: “AI Tools Enthusiasts”, “Pro Bono Projects”
  • Regional Teams: “NYC Office”, “EMEA”

Note: Users without creation permissions can still view, join, or leave groups according to visibility (public vs private) settings.

For Admins and Users with Group Creation Permissions

Admins can manage all user groups in the workspace, including creating, editing, and deleting both public and private groups. You have full visibility of all groups, their shared resources, and membership details, with permission to modify any of these elements.

Watch the video below for an overview of these actions or follow the steps below.

Reminder for users: if you cannot perform the actions below, it’s likely due to your permissions. Check with your Admin about permission to create public or private groups.

Create a Group

  1. Go to Settings > Groups.
  2. Click Create group in the top-right corner.
  3. Enter the groups details as prompted.
    1. Visibility: choose public or private.
    2. For Members only, select which members to include.
  4. Click Create to save the group.

Review Groups and Access

Check which members are in a specific group and what resources they have access to.

  1. Go to Settings > Groups.
  2. To filter by type, open the Visibility dropdown and select Public or Private.
  3. Click into a group name to open its details.
  4. Review member lists and shared resources in the right-hand panel.

Edit a Group

  1. Go to Settings > Groups.
  2. Click the pencil icon next to the group name.
  3. Update the group’s name, description, or membership.
  4. Click Save to submit changes.

Delete a Group

  1. Go to Settings > Groups.
  2. Click the trash icon on the group you’d like to remove.
  3. Click Delete to permanently submit changes.

For Users: Manage Your Group Membership

You can view all public groups and any private groups you belong to.

Join or Leave a Group

  1. Go to Settings > Groups.
  2. Toggle through the group categories menu to browse available groups.
  3. Click Join to become a member, or Leave to remove yourself.

Note: If your Admin grants you permission to create groups, refer to the steps under For Admins and Users with Group Creation Permissions above for how to create and manage your own groups.

Share Resources With a Group

To share resources, such as playbooks, workflows, and vaults, you can grant access to specific groups.

Note: workflows using vaults or review tables are not yet available for sharing.

  1. Locate the Share button on a given resource.
  2. Type the group’s name and select it from the list.
  3. Choose the access level: view, run, or full access.
  4. Click Invite to confirm the changes.

FAQs