Organize stakeholders with groups

Create groups and manage stakeholder membership.

Last reviewed: 2026-08-25

What groups do

Groups organize stakeholders for management and communication. Default groups are provided by EqDeal; company editors may also create custom groups, and administrators inherit editor access.

Create and manage a group

Company sidebar → Groups

1. Choose New group and enter a clear name.
2. Open Manage users and add the intended stakeholders or child groups.
3. Review membership before using the group for communications or access-related workflows.

Rename or delete

Use the group action menu. Only eligible administrators can delete a group, and protected default groups cannot be treated like ordinary custom groups.