Create a group in Canopy
How sitewide administrators create a group and configure its identity, membership, source, and optional Sympa list.
Creating a group is restricted to Canopy sitewide administrators. Before you begin, confirm the group should be managed in Canopy rather than by an external service.
- Open Groups and select Create group.
- Enter the group name. Canopy suggests a slug from the name; you can adjust it using letters, numbers, dots, underscores, or hyphens. Add a parent group or description if needed.
- Select a membership type: manual membership, membership based on source organizations, or a dynamic rule. Complete the fields shown for that type.
- If the group belongs to a source service, select the service and provide its external reference ID when available. Leave them blank for a group managed only in Canopy.
- If this group should have a Sympa mailing list, enable Sync this group to Sympa and confirm the list alias.
- Select Create group. Resolve any validation messages and submit again if required.
Registration-managed groups must be created and edited in Registration, not in Canopy.