Organize stakeholders with groups

What groups do

Groups organize stakeholders for management and communication. Default groups are provided by Eqdeal; anyone with access to the company can also create a custom group, though renaming it or changing its membership requires editor access.

Create and manage a group

Company sidebar → Groups

1. Choose New group and enter a clear name.
2. Open Manage users and add the intended stakeholders or child groups.
3. Review membership before using the group for communications or access-related workflows.

Rename or delete

Use the group action menu. Company editors can rename or delete a custom group; protected default groups cannot be treated like ordinary custom groups. Adding a member, an invite, or removing a member each carry their own access requirement, so an editor who can rename a group may still be blocked from an individual membership action.

Groups and permissions are different

Membership can organize stakeholders and support selected communication or access workflows, but it does not automatically make every member a company editor or administrator. Verify the specific access effect wherever a group is selected.

Review membership before reuse

Before selecting an existing group for a report, publication, or communication, open it and confirm every direct member and child group. Remove outdated membership deliberately and check that protected or default groups still represent their intended population.