User Groups

Lee Dussinger Updated by Lee Dussinger

What Are User Groups?

User Groups are the best way to efficiently bring the right team together every time, without the risk of missing anyone. User Groups enable this by allowing you to select an entire group of users the same way you would select an individual user.

See it in action right here👇

Exploring User Groups

To notify a group, simply @mention the name of the group the same way you would an individual user. This will notify every member in the group.

Here are the 3 places you can mention groups of users:

  1. In the note of a moment or a piece of content
  2. In Chat & Activity
  3. When inviting collaborators into a board

In order to be able to leverage this feature, an admin will need to set up the groups ahead of time.

Admin Set Up

User Groups enable admins to sort users in their Opal into custom groups. While the amount of users and the number of desired groups will impact the complexity, setting up groups is generally very quick and easy.

Here is how an admin can set up groups:

  1. Click the "Opal Options" menu
  2. Go to "Configure Opal" and select "User Groups"
  3. Click "Create Group" in the top right corner


Can a user be a part of multiple groups?

Yes, there are no limits on how many groups a user can belong to.

What are the most common types of groups?

The most common types of user groups are ones based on job function (e.g. copywriters), department (e.g. marketing), or seniority level (e.g. executive leadership).

Who can edit a group?

Any admin can edit any group and manage the users of it. The ability to edit or deactivate a group is available to all admins.

Can you delete groups if they are no longer needed?

If a group is no longer needed, you can deactivate it. This does not delete it, but this removes it from use in Opal and hides it from the main User Groups menu. Deactivating a group cannot be undone.

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