Groups

Steps

1. 1

   Step 1: Open the Groups sidebar filter to list group conversations.
2. 2

   Step 2: Select the team or company group you need.
3. 3

   Step 3: Post updates and keep discussion in the group instead of fragmented DMs.
4. 4

   Step 4: Share Docs links for files; never paste Vault secrets into Connect.
5. 5

   Step 5: Add people via Contacts / membership when the group roster should grow.

flowchart TD
  A[Open Groups filter] --> B[Select a group]
  B --> C[Read / post updates]
  C --> D{Need files or people?}
  D -->|Files| E[Share Docs links — not Vault secrets]
  D -->|People| F[Invite from Contacts]
  E --> G[Keep group current]
  F --> G