Groups
About 617 wordsAbout 2 min
A group is a shared principal: a set of agents that belong to an organisation rather than to one person, with its own name, its own agents and its own settings.
Every member of a group can read the group’s pages. The group’s owner and admins can change them.
Finding a group
Open Groups in the sidebar — the page lists the groups you belong to, with the member count and the agent count of each. Admin overview lists every group in the installation, including the ones you are not a member of.
Create group makes a new group; you become its owner.
The group’s pages
Opening a group shows a left rail with the pages you can reach:
| Page | What it holds |
|---|---|
| Overview | The group’s picture, its name and description, and how many agents it has |
| Members | Who is in the group, and at which role |
| Agents | The agents that belong to the group |
| Tools | The tool settings the group’s agents share |
| LLM Drivers | The LLM configurations the group’s agents run on |
| Speech | The speech provider the group’s agents use |
| Settings | The group’s own settings — see below |
A plain member sees the first three; the rest are for the group’s owner and admins.
Group settings
Profile
The name and the description are what a group list shows — one short line that tells a member which group this is.
Group Information
The Group Information field is the rich block: the address, how to reach the organisation, the opening hours. It is Markdown, so a heading and a list are as easy to write as a sentence. It is saved together with the name and the description in one step — press Save Changes.
Leave it empty and the group’s agents fall back to the name and the description alone.
Locations
Locations are the addresses the group can be reached at — “Head office”, “Warehouse”, “Berlin office”. Each one has a name, a full address and a default flag.
- Add location opens the form. The name and the address are both required.
- The pencil button edits a location; the bin button removes it.
- Ticking Set as default marks that address as the group’s main one and clears the flag on the others. A group has one default address, not one per person — the flag belongs to the group.
A failed save keeps the form open, with the error above it, so nothing you typed is lost.
What the group’s agents see
The group’s agents read the group’s information and its locations when they answer “where are you?” or “how do I reach you?”. The tool that does it is principal_info — see Tools → principal_info for what it returns, and Principals for the model behind it.
A scheduled prompt can name the group too, with the {{principal_type}}, {{principal_name}}, {{principal_description}} and {{principal_information}} placeholders — see Scheduling agents → Principal placeholders.
Who may change what
| Caller | The group row (name, description, information) | The group’s settings pages |
|---|---|---|
Member, role owner or admin | may change | may change |
| Member, any other role | refused | refused |
| Global admin, not a member | may change | refused |
| Global admin and a member | may change | may change |
| Not a member | refused | refused |
A global admin edits the group row from Admin overview → Groups, where the group is one of the rows of the list. The group’s own settings pages belong to the people who run the group, so they are membership-gated even for an admin.