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Get Familiar with Your Chatter Group
To see group updates, files, and members, click a group's name in a feed, in the Groups list, or on someone's profile.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Contact Manager Editions |
The amount of detail that you see and the kinds of things you can do on a group’s page depends on a few things. The group type; your membership, your ownership or management of the group, and your group role all affect what you can do.
Non-Members of Public Groups
If you’re viewing the group detail page of a public group that you’re not a member of, you can:
- Post an update or add a comment, and click Share.
- To join the group, click Join.
- View group description and information. The group description and information appear in a separate column next to the feed.
- View the group's members. The Group Members section shows the group's current members, including external customers who are members of the group.
- View, download, and search files posted to the group. Files posted to the group feed or shared with the group appear in the Group Files section.
- View the topics the group is talking about. The group's topics appear under posts in the group feed.
- Search for group information.
Non-Members of Private Groups
If you're viewing the group detail page of a private group that you're not a member of, you can only:
- Ask to join the group. To request to join a group, click Ask to Join. This action sends an email to the owner and managers of the private group.
- View the group's picture and description.
- View the group's members. The Group Members section shows the group's current members, including any external customers who are members of the group.
Nonmembers of Unlisted Groups
If you're not a member of an unlisted group, you can’t view the group detail page.
Group Members of Public, Private, and Unlisted Groups
When you’re a member of a public, private, or unlisted group, you can also:
- Change Your Email Settings and In-App Notifications for the Salesforce Mobile App. In Lightning Experience, click Email Notifications from the group highlights panel to modify your group email settings. In Salesforce Classic, click Email Me... to set up email about activity in the group, either whenever someone posts, daily, or weekly. Selecting Every Post also turns on in-app notifications for groups in the Salesforce mobile app. To stop receiving email and mobile notifications for the group's activity, click Turn Off Group Email. To modify all your Chatter email settings, click Email Settings
- Invite people. If your administrator has enabled invitations, click Invite People to invite people to join the group. For private groups, only the group manager, group owner, or users with the Modify All Data permission can invite people. For unlisted groups, only the group manager, group owner, or users with the Manage Unlisted Groups permission can invite people.
- Leave the group. To leave a group, or withdraw a request to join a private group, click
. To leave a group
that you own, you must first assign a new owner.
Group Owners and Group Managers
When you’re the owner or manager of a public, private, or unlisted group, you can also:
- Add or remove group members.
- Change the group photo.
- Edit group settings.
- Edit the Information section, To add information for the group's members, click
Add Information or
in the Information section. You can customize this
section, including its title. - Edit the Description section. To add a description of the group, click Add
Description or in
the Description section.
- Change member roles.
- Accept or decline requests for private groups.
