Create and Manage Guide Groups in Guides

Summary

Guide groups allow you to group related or relevant guides together to better organize the guide overview screen. This way, you can present your users with a clean and well-organized overview screen. You can set up a title, description, and cover photo for your group. By default, groups are set only to be visible to the group's creator and users with the Manager's permission. This allows Managers to create and manage the guides inside a group before making them available to other users. Learn more about group visibility here.

Who?

This feature is available with certain CX for User Community packages. To learn more please reach out to Customer Support. 

How?

Creating a Guide Group

1. Navigate to the Brand Guidelines overview screen, then click New Group.
2. Enter a Name for the new group and an optional Description.
3. Click Create.

Adding Guides to a Guide Group

1. Navigate to the Brand Guidelines overview screen.
2. Hover over the guide you want to add to the group and click .
3. Click Move to group and select the group from the dropdown.

Removing Guides from a Guide Group

1. Click the guide group from which you want to remove a guide.
2. Hover over the guide you want to remove and click .
3. Click Remove from group name.

Editing a Guide Group

1. Navigate to the Brand Guidelines overview page.
2. Hover over the group you want to edit and click .
3. Edit group title: Edit the group's title, then click Save when done.
4. Edit group description: Modify the description and click Save when done.
5. Share: Control who has access to your group. Learn more about sharing.
6. Set group cover: Update the cover for your group to create a distinguishable look and feel for each group and ensure your users can easily find the content they need.
   • Select an image from the Asset Bank you want to add, then click Add asset.
7. Remove group cover: Remove the cover and restore it to the default.
8. Delete group: Learn more about deleting groups.

Deleting Guide Groups

When you delete a guide group, the guides won't be deleted.

1. Navigate to the Brand Guidelines overview page.
2. Hover over the group you want to delete and click .
3. Click Delete group.
4. Read the warning message carefully and click Delete to remove the group permanently.

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Updated June 11, 2026 09:19