# Groups and departments

> **What you will learn**
> What each of groups and departments **groups**, how to layer them, and why
> per-person permission management collapses.

> **The names are confusing. Start here.**
> A **thread group** groups **conversations.** Not people.
> A **department** groups **people.**
> So you **layer them**, as in "only Sales can see this thread group."

![Thread groups screen](/guide-assets/cn-settings-groups.png)

Each group can carry a **colour**, which is what distinguishes them at a glance
in the sidebar. Note that the screen describes it as organising **chats** into
groups — chats, not people.

## Per-person management collapses

With five members, configuring each person is fine. At thirty it becomes this:

```
"Why can't Kim use this tool?"
"Hmm... no idea who changed it or when"
```

You reach **the point where nobody can describe the current state.** That is why
you need groupings.

## Two groupings — they group different things

```mermaid
graph TD
  W["Workspace"] --> D["Department<br/>groups people"]
  W --> G["Thread group<br/>groups conversations"]
  D --> M["member · member · member"]
  G --> T["thread · thread · thread"]
  D -.->|"only this department can see it"| G
```

| | Department | Thread group |
|---|---|---|
| **What it groups** | **people** | **conversations (threads)** |
| Basis | the org chart | topic or project |
| Example | Sales Team 1, Engineering | New Product TF, Security Review |
| Visibility | — | **public to all** or **only chosen departments and people** |
| Who can create | owner · admin | owner · admin |

The dotted line is the key. Set a thread group to **"selected members only"** and
you can designate who sees it **by department.**

![The departments screen](/guide-assets/cn-settings-departments.png)

The departments screen. Mirror your org chart here and a staff move is just a change of membership.

## Departments — grouping people by the org chart

Build it to match your actual org chart.

```
Company
 ├─ Sales Division
 │   ├─ Sales Team 1
 │   └─ Sales Team 2
 └─ Engineering Division
     └─ Platform Team
```

**When to use it**: when default permissions follow organisational structure.
When someone transfers, you change only their department.

## Thread groups — grouping conversations by topic

**Drawers that hold conversations by topic or project**, so your sidebar does not
scatter. Each group can have a colour and an order.

```
New Product TF   ← conversations about this project
Security Review  ← security-related conversations
Data Analysis    ← analysis requests
```

On top of that you layer **who can see it.**

| Visibility | Meaning |
|---|---|
| **Public to all** (default) | any workspace member sees this group's conversations |
| **Selected members only** | only designated **departments** or **individuals** |

> **Under "selected members only," designate departments rather than
> individuals.** Designate individuals and every departure or transfer means
> editing groups one by one, and when that slips, **someone who left keeps
> seeing them.** Designate departments and changing their membership carries
> everything with it.

Thread groups can also carry their own **set of usable agents** — you choose
whether to inherit the workspace setting or differ for this group.

## Grant permissions to departments, not people

This is the core of the chapter.

```
✗ CRM tool permission for Kim
  CRM tool permission for Lee
  CRM tool permission for Park
  ... (one at a time)

✓ CRM tool permission for the Sales Division
  → adding a person to the department is the whole job
```

Thread group visibility works the same way.

```
✗ Add Kim, Lee, Park and Choi to the Security Review group one at a time
✓ Make the Security Review group visible to "Engineering + Legal"
```

**Granting permission to a new joiner becomes one action: "add to department."**
Nothing gets missed.

## How to start

There is no need for complexity at the start.

| Size | Recommendation |
|---|---|
| ~10 | no departments. A few thread groups, public to all |
| 10–30 | **create departments** and set thread group visibility by department |
| 30+ | keep the department structure matched to the org chart and review it |

**Create them when you need them.** Creating them in advance only adds things to
manage.

## The sidebar shows only the groups you joined

If every visible group were in the sidebar, someone joining a workspace with
thirty groups would get thirty rows on day one. So the sidebar draws **joined
groups** only.

| When you are joined automatically |
|---|
| A new group is created **visible to all** → everyone in the workspace at that moment |
| You are **newly granted** access → you |
| You join the workspace later → only the first few fully-visible groups |

For the rest, go in through **browse groups**.

![Browse groups](/guide-assets/cn-browse-groups.png)

**The list contains only what you may see.** Leaking even the name of a
selectively-visible group is a disclosure, so without access it does not exist as
far as the screen is concerned.

Groups you have already joined are shown too — half the people who open this
screen came to check "am I in that one?". Leaving is also done here.

## Tidying the sidebar — sections, favourites, mute

Sidebars get long as groups accumulate. There are three tools.

| Tool | What it does |
|---|---|
| **Favourite** | Lifts it into a separate group at the top |
| **Section** | Groups entries under a name you choose (e.g. "In progress") |
| **Mute** | Keeps it listed but drops notifications and emphasis |

**All three are personal.** Tidying yours leaves your teammates' sidebars
untouched. Sections can be reordered by dragging and collapsed.

## Practical tips

### Put the purpose in thread group names

```
✗ "Group 1", "Temp", "TF"
✓ "NewProduct-TF-2026H1", "SecurityReview"
```

**You have to be able to recognise a finished group** to tidy up.

### Give temporary groups an end date

When a project ends and the group remains, your sidebar just gets longer. Note
"until when" as you create it.

### Match departments to the real org chart

Invent your own and every transfer causes confusion. **Copying the org chart from
the HR system** is easier to maintain.

## Periodic review

```
□ are there thread groups whose purpose has ended
□ does the department structure match the actual organisation
□ is anyone not in a department
□ are any "selected members only" groups pinned to individuals
```

---

## Check yourself

**1. What do departments and thread groups each group?**

<details>
<summary>Answer</summary>

**Departments group people, thread groups group conversations.** They are not
competing — you layer them. Setting a thread group to "selected members only" and
designating the viewers **by department** is the basic usage.
</details>

**2. Why grant permissions to groupings rather than individuals?**

<details>
<summary>Answer</summary>

**Because granting permission to a new joiner becomes one action: "add to the
department."** Start adjusting per person and eventually nobody can describe the
current state, and people who left keep having access.
</details>

**3. At ten people, what should you create first?**

<details>
<summary>Answer</summary>

**You do not need departments yet.** A few thread groups, public to all, is
enough; at 10–30 you create departments and move visibility onto them.
</details>

---

Now how to see the cost → [Usage and credits](/guide/cn-usage)
