What is PeerGroup in the MSPbots app

How to create your group

1. Navigate to PeerGroup on the MSPbots. Click the New button. 
   
   
   
   
2.  In the Create New Group window, provide the following under Basic Info.  
   • Group name
   • Properties
     • Private - A private peer group is viewable only by group members. The group captain can invite anyone to join the group, but others cannot apply to join because the group is not visible to non-members. 
     • Public - A public peer group is visible to all MSPbots users and clients., Anyone can apply to join a public group.
   • Affiliation 
   • Description 
   • Group Meets - Create a schedule of meets and set recurring meets if needed.
     
     
     
     
3. Click Next.
4. Under Introduction, provide more information, like your group's Mission and Rules, and click Next. 
   
   
   
   
5. In the last step, enter the Office 365 emails of the people you want to invite to the group.
    
   
   
   
6. Click the Create button when done. The peer group you created should now appear under the My Group list. If it is a public group, it will also appear under the Public Group list. 

How to invite people to join a group 

Captains can invite anyone to join a peer group. This is done on the Team settings screen in PeerGroups of the MSPbots app.

1. Navigate to PeerGroup, select your peer group, and go to the Team tab. 
   
   
   
   
2. Click the Invite button. 
   
   
   
   
3. Enter the Office 365 emails of the people you are inviting. 
   
   
    
4. Click Send Email to send your invitations. Accepting the invitation will automatically add a person to the group. 

How to join a peer group

1. Navigate to PeerGroup on the MSPbots and click the Public Group tab. 
   
   
   
   
2. Choose a group, click the ellipsis ... on the right, then select View Details.
   
   
   
   
3. Read the details of the group. If you are interested in joining, go back to the Public Group tab, click the ellipsis ... button, and select Apply to join. 
   
   
   
   
4. When the Apply pop-up window appears, click Submit to send your application. 
   
   
   
   The group captain will receive a notification to approve or decline your application. Below is an example.
   
   
   
   
5. You will receive an email notification once your application is approved. Your group will also appear under the My Group tab. 

How to set team permissions  

Assigning roles and permissions to group members is also done in the Team settings in PeerGroups of the MSPbots app.

1. Navigate to PeerGroup, select your peer group, and go to the Team tab. 
2. On the Team Permissions column, select a role for the member you wish to give permissions to. These are the available roles: 
   • Captain - The captain role gives a member the ability to manage groups, invite people, delete members, and edit groups. 
   • Member - Members can view group information only. 
      
     
     
     
3. Click Save. 
    

How to remove group members 

You can delete a member from the group by clicking the x button that corresponds to the member. 

1. Navigate to PeerGroup, select your peer group, and go to the Team tab. 
2. Click the x button that corresponds to the member to be removed.
   
   
   
   
3. Click Save.