---
title: Creating Groups
slug: creating-groups
docTags: 
createdAt: 2025-05-08T17:29:48.237Z
---

:::hint{type="warning"}
This feature is currently in Alpha. Be one of the first customers to try it! Please share any feedback with the ChartHop team. 

### How to setup a Alpha Feature

1. Contact [ChartHop support](mailto\:support@charthop.com) or your CSM if you have one. They can activate the feature for you. 
2. Read below for setup instructions and context on how the feature will work.
:::

## Overview

Groups can be created within a group type. This allows you to further customize how your company is organized. 

![](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/fwZzWMJTwuGhIiXeYtrna_image.png)

## Creating a group

You can add groups by selecting the group type and clicking "Create \[group name]". In the example below, our Product group type has 2 groups within it for our current projects- AI and Dashboards. 

**Description**: This is visible in the groups table, and in the group details where you manage membership.

**Parent Group**: You can nest groups underneath other groups in a group type.

**Start date**: The date at which this group will be visible in ChartHop (for example, on the org chart).

**Color**: The color you choose will be used in the org chart display

**Code and Alias**: These are optional, and can be used to sync data from other systems.

### Assigning members

Once a group is created, clicking the name of the group will open up the group details page. 

::Image[]{src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/pe-cxi3eYlDSUxNINxiSN_image.png" size="84" width="2104" height="982" position="center" caption="Group details" showCaption="true"}

The positions available are created in the group type. Learn more about creating group types here: [Creating a new Group Type](docId\:xKX7rahylX1iKOI3p-QCC) 

1. Click "Manage Members" 
2. Choose the person that should fit the roles you want to fill. You can also add additional members until your team is full. 

### Editing group details

From the Group details page, you can click "Edit details" if you want to change the name, description, parent groups, start date or color. 

## What can I do with groups?

A lot! You can leverage ChartHop's org charts, dashboards, datasheet, and scenarios to maximize visibility and functionality of your company's groups.

- People ops managers may group employees by product line so they can quickly understand how each product area is staffed and where there may be gaps.
- Executive teams may want to filter dashboards and analytics by acquisition group so they can compare engagement, attrition, or compensation trends across legacy and acquired teams.
- New hires may want to see org charts grouped by business unit (e.g., retail vs. enterprise) to better understand reporting lines and resourcing.
- IT directors may want to assign access to specific tools or dashboards based on group membership (e.g., “All employees in the ACME acquisition”) to manage data security.

::Image[]{src="https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/RogMVbZQMmK8Gs1YooiXK_image.png" size="64" width="1056" height="1172" position="center" caption="Example of groups in an org chart" showCaption="true"}