Answers

Quick answers to frequently asked questions

 Frequently Asked Questions

Choose a section to find the answer to your question or scroll through the list.

Account

Reset password, manage account name and profile picture

Forgot my password

Use the Forgot? link on the login page. Groopit will send you a link to reset your password. Passwords must contain a minimum of six characters, one uppercase and one number.

Didn’t receive the email to confirm account

Groopit sends a confirmation email to validate the account email. If this doesn’t appear, look in the spam folder. Depending on the user’s email system, there can be a delay in delivery of this message. Email account confirmations come from groopit@groopit.co.

How do I change my account information?

Access your Profile page to change your password, profile picture and user name:

  • From the web browser:  Tap the three bars in the upper right-hand corner and select My profile & account from the menu.

  • From iOS app – Tap the three horizontal bars in the upper left hand corner and select My profile & account from the menu.

  • From Android App – Tap the three horizontal bars in the upper left corner and select My profile & account from the menu.

Can’t login or get an error message

If you are having trouble logging into your account, you can:

  • Request a password reset: If you forgot your password, use the Forgot? link on the login page. Groopit will send you a link to reset your password.
  • Check your formatting: Passwords are case sensitive. For security, passwords must contain a minimum of six characters, one uppercase and one number.
  • Check that you are using the right email/password combination. You may have created an account with a different email.
  • Check your network connection to make sure you are connected.

If you still can’t login, contact Groopit

Do I need to create an account?

Yes, every member of the project needs to have an account to see reports, respond and comment. You will need to setup separate accounts for personal, business and/or if you want to have a special administrator account. Each account needs a unique email.

Is there are way to search for a Groopit to join?

Most Groopits are private so there isn’t a way to search for one. Your organizer should have sent you an invitation or a link. Sometimes the invitation ends up in a spam folder. It comes from invitations@groopit.co.

How do I start a Groopit group?

To start a new group, tap the three bars (on the upper right in the web experience and the upper left in the apps) and tap Start a new group.

How do I delete a Groopit group if I created more than one?

You must be an organizer to delete a Groopit group. Tap About, scroll down to the bottom of the page and tap the link that says Delete. Once you delete a group, all the information associated with the group will also be deleted.

How do I leave a group?

Tap on About, scroll to the bottom and tap Leave group. You will need a new invitation or approval to re-join.

How do I delete my account?

Tap on the three bars on the top left hand corner of the web experience, select your account.  Tap edit profile, account or change password.  Scroll to the bottom and select delete account.  Once an account has been deleted it cannot be recovered.

How old do I need to be to use Groopit?

You must be 13 to use Groopit per the Children’s Online Privacy Protection Act (COPPA).

Is there a Groopit app?

Yes! Download Groopit from the App Store from Apple or Google Play, or use app.groopit.co on any computer through a web browser.

Membership

Managing people, invitations, and join requests

How do I invite people to join?

There are 2 ways to invite people: via email or by sharing a link.

To invite people by email:

  • Tap People.
  • Tap Invite in the Member section.
  • Edit the invitation message and then enter the emails of the people to invite.

Only organizers can invite people to a private group. Groopit will send an email invitation to join.

Organizers can also share a link with people via email, a handout or on a website. Tap About and find the link for sharing. Copy the link and paste it into the email or other document. The organizer of a private group will need to approve each member that asks to join from a link.

How do I create a user-friendly URL for sharing?

To create a user-friendly URL:

  • Tap About.
  • Tap Edit and scroll to the bottom of the page and find the Add a Friendly URL section.
  • Type the name you want to use for the group in the box.
  • Tap Save.

If your group name is already in use, you can try entering another name, then tap Save.

What is included in the invitation?

The invitation includes a description of the Groopit and a link to join.

What happens when a user clicks on a join link?

When the user clicks on a join link, they will be asked to enter their email address. Groopit will determine whether they have an account and prompt them to sign-in or create an account. The Groopit account email address must match that of the invitation for that person to join the group. If it doesn’t, the organizer will need to re-issue the invitation to the correct email address.

For a private Groopit: Once the user signs-in, Groopit will send an email to the organizer that there is a request to join. The group will show up in the users’ list of groups showing their request to join is pending approval. If the user does not have an account, they will be prompted to create one. Once they have confirmed their email and signed-in, Groopit will send an email to the group organizer that there is a request to join. The group will show up in the users’ list of groups showing their request to join is pending approval.

Organizers will receive an email with an invitation request and can also see pending invitation requests by tapping People.

For a public group: Once the user signs-in, they will be taken to the Groopit. If the user does not have an account, they will be prompted to create one. Once they have confirmed their email and signed-in, they will be taken to the group.

Can a user switch email addresses?

The Groopit account email address must match that of the invitation for that person to join the group for security. Sometimes an organizer sends the invitation to a member’s business email, but the member wants to use their personal email address. To switch emails, the organizer will need to re-send the invitation to the correct email address. 

What do I do if people say they didn’t get the invite?

First, users should search for an email from invitations@groopit.co then add invitations@groopit.co to their safe sender list. The organizer can also resend the invitation. To resend the invitation:

  • Tap People in the menu
  • Scroll to the pending invitation section
  • Find the member’s invitation.
  • Tap the … by the name and choose resend.
  • Organizers can resend all outstanding invitations by tapping the Resend all link.
Can I control membership in a private group?

In a private group, organizers control the membership. An individual who receives an invitation is automatically approved to join. If a perspective member has a link, the organizer will need to approve their membership request. Organizers can tap People and to see members awaiting approval.

How do I remove a member?

To delete a member:

  • Tap on People.
  • Tap on the three dots by the members name.
  • Choose delete member.
How do I add an organizer?

Organizer permissions can only be granted to another member of the group. To grant organizer permissions to another member:

  • Tap People.
  • Tap the three dots by their name.
  • Choose Grant organizer permissions.

You must be the organizer to grant organizer permissions.

Reports

Creating signups, managing reports, and notifications

How do I search or filter reports to see only subjects of interest?

You can search to see reports that have topics you are interested in. You can also filter reports by Action. Tap the maginifying glass next to Reports to reveal the search and filter functions.

Can I edit or delete a report once it has been posted?

Yes, tap the three dots in the upper right-hand corner of the report to edit or delete it and choose Edit or Delete. Only an organizer or the person who created the report can edit or delete it.

How do I create a sign-up?
  1. From Home, tap on any form with a sign-up option as a component.
  2. Fill in the details.
  3. Tell users how to respond – In the box enter response intructions (or use the default) – “Create a response or sign-up”
  4. Tap + Response options, to add choices to respond like shift dates & times (Sat. May 23 at 6 PM or Sun. May 24 at 9 AM) or action items (I’ll drive carpool, potluck selection, pledge of support).
  5. If spots are limited, enter the number of responses in the second box next to the response.
  6. Click Report.

Members will be able to respond by tapping the response bar.

Can members comment when they respond to a sign-up?

Yes, when members sign-up, an Add a comment link will appear by their name. Tap it to add a comment.

How do I keep a report from getting lost in the feed?

You can pin reports to the top of the feed. Tap the three dots in top right corner of the report, tap pin. You can unpin it at anytime and it will return to its chronological place.

How do I change a photo in a report?

Before reporting or when editing a report, tap the text next to the picture icon. It will bring up a dialog to allow you to choose a different picture.

What should I report?

Tap any Action and fill in the details. The organizer has identified data that needs to be collected and relevant actions to take.

How do I encourage more people to share data?

As the organizer, to get people to share data you can:

  • Recruit key people to model good participation. If members see many people contributing and not just the organizers, they will know that it’s OK for them contribute too.
  • Recognize the data being shared and the people contributing often. Make a comment, ask a question, @mention other members of the team.
  • Make your Actions fast and easy to use. Strive for 3 taps and less than a minute.
  • Include instructions in the invitation, such as the why and how of collecting and sharing data.
Can the organizer control what people contribute?

The best way to control what people contribute is to give them clear direction in the Groopit Actions and set clear expectations in the About section. If a report violates group norms, the organizer can edit or delete it. Just tap the three dots by the report. To edit the About section, tap About and tap Edit.

Can members make reports without organizer approval?

Yes, anyone who is a member of the project can make a report without prior approval.

How do I delete a comment?

Comments can only be deleted by the person who posted the comment and by Groopit. Users may report comments as offensive or inappropriate. Groopit reviews reported comments and reserves the right to remove content. Groopit does not remove every comment that has been flagged. Groopit will endeavor to notify the organizer of a group if there are repeated problems with comments in their project. Organizers may email hello@groopit.co to request removal of a specific comment.

Can I upload documents to Groopit?

The best way to provide documents to the group is store them in a file service like Dropbox (https://www.dropbox.com/), Google docs or OneDrive then link in a Groopit report. Your users will have access to the most current version of the document, and you can make changes in only one place and keep everyone up to date without having to add new instructions.

Frequently used documents can be added to the resources section of the About page. Add a link connected to the cloud file service folder that says “Downloadable Forms & Documents”.

We are focused on making Groopit the best way to lead indirect teams to achieve anything and then integrating with external services for file storage.

Can I get an email every time a report is made?

You can receive a notification every time someone reports through the iOS or Android App. 

Are there notifications in Groopit?

Yes. If you want to know whenever a report is made, set your device to allow notifications from Groopit. If you use Groopit’s iOS App or Android App, make sure notifications are turned on in your device’s settings. If you use the web version of Groopit (app.groopit.co) your browser settings must be set to allow notifications from Groopit. Follow these instructions.

Can I select what type of notifications I receive?

You can select to receive notification when you are @mentioned in a report or comment.

There are additional notification features on our product road map that have not yet been built.  Notification when comments are added and notification settings (so the user can choose topics they want to be notified about) are in the development queue.

Can members be tagged and be notified of tagging?

You can @mention a person in a report or the comments. Type @ and a list of members will appear. Choose the member and then finish writing.  If the person tagged has notifications turned on, they will receive a notification on their phone and an email.

How do I change the name of my Groopit group?

To change the name of your group you must be an organizer.

  • Tap About.
  • Tap Edit.
  • Edit the name of the group, change the icon photo or edit your group’s story.
  • Tap Save.

Actions

Defining the precise data you want to collect

What is a Groopit Action?

A Groopit Action focuses everyone on collecting the most important data in realtime. Every Action tells people what to look for and why it’s important. You’ll define the specific data your frontline will collect with every Action. Each Action contains data fields of structured data like numbers, date, tags, lists, and location, unstructured data like text, pictures and sign-ups.

How do I change an Action?

To edit a form:

  • Tap Actions
  • Find the Action you want to edit
  • Tap the three dots in the lower right hand corner
  • Choose Edit
  • Chose the data field to add.
  • Use the three bars next to the data field to move it to the right position.
  • Tap Save when complete.
How do I set-up the Groopit Slack App?

Integration Requirements

  • You must have an existing Groopit set-up to use the Slack integration.
  • You must be an organizer for the Groopit you want to integrate.
  • Your Groopit email must match your Slack user email.

Connect Groopit to Slack

  1. From your Groopit, tap Actions in the main navigation.
  2. Tap + Add to Slack above the list of Actions.
  3. Review the instructions and tap Add to Slack
  4. Review the requested permissions, then click Allow

Note: If you’re not a Slack workspace administrator, the  Slack workspace administrator will need to approve the installation.

Once installed, connect Groopit to a Slack channel

  1. Go to your Slack Channel
  2. Type/groopitadmin link
  3. Choose the Groopit you would like to connect to the channel from the drop down list.

Notes: Only one Groopit can be linked per channel.  Anyone with access to the channel will be able to join the Groopit and share information.

Share Data from Slack

Type /groopit, choose an action and then follow the prompts to share precisely the right information.

You can also connect the Slack integration from your Slack workspace.

  1. Tap Add app
  2. Search for Groopit
  3. Choose Groopit.
  4. Visit Site to Install
  5. Review the instructions and Tap Add to Slack
  6. Review the requested permissions, then click Allow
How do I link Groopit to a Slack channel?

Integration Requirements

  • You must have an existing Groopit set-up to connect a Slack channel.
  • You must be an organizer for the Groopit you want to connect.
  • Your Groopit email must match your Slack user email.

Connect Groopit to Slack Channel

Once your Slack App has been installed

  1. Go to your Slack Channel
  2. Type/groopitadmin link
  3. Choose the Groopit you would like to connect to the channel from the drop down list.

Notes: Only one Groopit can be linked per channel.  Anyone with access to the channel will be able to join the Groopit and share information.

Share Data from Slack

Type /groopit, choose an action and then follow the prompts to share precisely the right information.

Disconnect the Slack channel integration

To disconnect the Slack Channel from a Groopit. Type /groopitadmin unlink. Users of the channel will no longer be able to share information unless they have a Groopit account. Users with a Groopit account will still be able to share information to groups they are a member of.

How do I share an Action via email, website or Facebook?

To share a Groopit Action:

  1. Tap Actions.
  2. Find the Action you want to share and tap the three dots next to it.
  3. Select Share.

Your group must be public so to share an Action. To make your group public, go to About and choose edit. Scroll to the bottom of the page and tap the circle by public. Tap Save to save changes.

 

Can the order Actions appear on the Reports screen be changed?

Yes, you can drag and drop forms to be in any order that you want. Tap Actions, grab the Action you want to move and drag it into position.

Can I create an Action and then hide it until I am ready to use it?

Yes, the organizer can create a new Action and set it to inactive in the settings section. When its ready for use, tap to Actions on menu, tap the three little dots by the inactive Action and choose Make active.

Is it better to build all the Actions I’ll need at once or as I need them?

Organizers can build Actions in minutes so you can create them as you go or in advance – whichever works best for you. If you are building an Action in advance, set it to inactive in the settings section. When you want to use the Action, go to Actions, tap the three little dots by the inactive form and choose Make active.

How do I add multiple pictures to an Action?

To add a picture data field:

  • Tap Actions
  • Find the action to edit, tap the three dots in the lower right corner and choose Edit.
  • Tap the Picture field to add it.
  • Use the three bars next to the data field to move it to the right position.
  • Tap Save when complete.
What do tags do?

Tags is a data type that can be used for structuring data. Tags can be searched and used as a filter in a report search and downloaded data.

How do I define the order of tags or sort them?

As tags are created they are added to the end of the list. They can be dragged and dropped into a new position.

Can I upload documents to Groopit?

Most Groopit customers store their files on services like Dropbox (https://www.dropbox.com/), Google docs or OneDrive then link to Groopit as needed. Frequently used documents can be added to the resources section of the About page. Add a link connected to the cloud folder that says “Downloadable Forms & Documents”.

We are focused on making Groopit the best way to lead indirect teams to achieve anything and then integrating with external services for file storage.

Views

Creating data visualizations, downloading data and integrating data with other systems

Can I create visualizations of aggregate data?

Yes! In addition to the lighweight feed of shared data, you can add views of leaderboards, stack rank, progress tracks, counters and maps.  Here’s how:

Navigate to Views: Tap Views from the main navigation menu

Create a View: Tap +Add a view.

Choose an Action you want to create a view for.

Choose the data from the Action that you want to share.

Choose the View you want to use. Depending on your data you can choose from a leaderboard, counter, progress meter or map.

Choose who can see the View and what date range to use.

Give your view a title.

Describe what data the view is sharing so everyone will know what aggregate data is being shared.

Add a label so it’s clear what data is being presented.

Tap Publish.

As new data is shared the View will automatically update.

How do I map my data?

Location data from a report can be viewed on a map in Data. To create a new map view:

  • Tap Data.
  • Tap Add a view. Groopit will show a list of forms that include location data.
  • Tap the form you want to map. If that form has tags, you can filter the information presented by tag.
  • Tap Publish.
Can I export data from reports?

If you have a paid subscription to Groopit, the organizer can export data from the reports. To export data into a .CSV file:

  • Tap Data.
  • Find the form that has the data to be downloaded and tap the three dots by that form.
  • Choose Download data. Groopit will create a separate .csv file.
Can I integrate data with other systems, like Salesforce, Tableau, and other applications?

You can seamlessly integrate data collected through Groopit into existing systems via our Data Integration API. As members report, the data can be added to Salesforce, Google Drive, and countless other web services connected through Zapier. Navigate to views, and tap +Add a data integration, follow the instructions.  You will need a Groopit professional or enterprise subcription to integrate your data.

Security & Privacy

Does Groopit sell users data like Facebook?

Groopit does not sell user data. Since Groopit is a subscription-based service, user data is not sold or monetized by selling it to advertisers. Groopit believes that users own their own data and it is not Groopit’s right to sell it.

Who sees Groopit data and how is it secured?

Secure data storage is extremely important to Groopit; that is why Groopit is built on Microsoft’s Azure platform. All of the data is stored in Microsoft data centers, uses Microsoft’s security features and abides by Microsoft standards. We value Microsoft’s commitment to security and building Groopit on their platform reflects our commitment as well.

Data privacy is also critical to the Groopit experience. Groopit does not sell user data. Since Groopit is a subscription-based service and does not monetize through advertising, the user data is not sold or monetized by selling it to advertisers. Groopit believes that users own their own data and it is not Groopit’s right to sell it.

In a private group, only members can see what is posted. Groopit provides one additional data privacy feature if further data privacy control is required. Groopit allows organizers to mark data posted as hidden so that only the organizer sees the data and not the entire membership. Organizers can set up the Action so that when that data is reported, it is only visible to the organizer.

What data is the application able to access on my phone and what do they do with the data?

Groopit believes that users own their own data and it is not Groopit’s right to collect or sell it. This is one of the reasons Groopit does not include advertising. Groopit is a subscription-based service, user data is not sold or monetized by selling it to advertisers.

Groopit allows individuals to explicitly share information. This works like a survey, but instead of filling out a survey form, contributors share data using Actions. The Actions and data collected are defined by an organizer and team members choose what information they share.

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