# Creating a Group
Source: https://docs.mambu.com/docs/creating-a-group

Every group you create is created from a group type. Make sure to have set up any necessary group types before moving on to group creation. For more information, see [Group Types](/docs/group-types).

Individual clients are added to a group as members. You may choose to assign group role names to clients. Group role names must be set up before you create or edit the group; for more information, see [Group Role Names](/docs/group-role-names).

Your user must have the `CREATE_GROUP` permission to create groups. All the available group types from which you may create a group are listed in the **Create** menu in the top bar.

## Creating a group

![The create menu with group types displayed](@site/static/img/support/clients-and-groups--create-dropdown-menu.png)

To create a group:
1. On the top bar, select **Create** and then select the group type you would like to create a group from.
2. Enter all the necessary information in the **Creating a Group** dialog. For more information, see [Fields for groups](#fields-for-groups). This includes assigning members to the group and assigning the group role names to those members.
3. Select **Create Group**.

![Creating a Group dialog](@site/static/img/support/clients-and-groups--creating-a-group.png)

## Fields for groups

### General details

The **Group Name** must have a maximum of 255 characters.

The **ID** is generated automatically upon creation of a new group. To modify the ID when creating or editing a group, you must have the `EDIT_GROUP_ID` permission. The ID must be unique.

### Adding group members

To be part of a group, all members need to have a profile created as individual clients.

To add a member to a group:
1. In the **Creating A Group** dialog, under **Group Members**, enter the name of the client you wish to add to the group. As you start typing the client's name, Mambu will automatically provide you with a list of matching names in the system so that you can simply select on the appropriate name in the list.
2. Select **Add Client To Group**.

![Adding John Smith as a member to a group.](@site/static/img/support/clients-and-groups--group-members.png)

To remove a member from a group:
1. Hover your mouse over the members name to reveal the delete icon	<span class="icon delete_gray"></span>.
2. Select the delete icon <span class="icon delete_gray"></span>.

![Deleting a member from a group.png](@site/static/img/support/Group%2014.png)

There are two internal controls that determine whether clients may be in more than one group and the size limit for a group. These internal controls will affect your process of adding clients to a group. For more information, see [Internal Controls](/docs/internal-controls).

#### Adding clients to a group upon client creation

If you have the `MANAGE_CLIENT_ASSOCIATION` permission you can also add clients to a group as members when you create or edit the clients. In the **Creating A Client** dialog and the **Editing Client** dialog there is an **Association** section where you can assign a client as a member to a group.

![Association section from Creating A Client or Editing Client dialog, from where the clients can be added in specific groups.](@site/static/img/support/clients-and-groups--client-association-settings.png)

For audit purposes, an activity will be logged when a client has been added to or removed from a group, which is shown in both the client and the group overview.

### Assigning group role names to group members

You must set up any group role names necessary to use them during group creation. For more information, see [Group Role Names](/docs/group-role-names).

To assign a group role name to a group member:
1. In the **Creating A Group** dialog, under **Group Roles**, select **Add Group Role**.
2. A row will appear with a **Group Roles** dropdown and a **Members** dropdown. The group roles in the **Group Roles** dropdown and the members in the **Members** dropdown are both displayed in alphabetical order. By default the first item in the list for both dropdowns in selected.
3. Use the **Group Roles** dropdown and the **Members** dropdown to select the group role name you want and the member you want to assign it to.

![Group Roles. Each group member can have a defined role.](@site/static/img/support/clients-and-groups--group-roles-assignment.png)

To remove a group role name:
1. Find the row with the dropdowns specifying the member with the assigned group role name that you would like to delete.
2. Select the delete icon <span class="icon delete_green"></span> next to the row containing the two dropdowns.

### Address

The address fields are available if you have selected the **Show default address fields** option for a group type. For more information, see [Fields for group types](/docs/group-types#fields-for-group-types).

### Contact Info

The contact info section allows you to specify the mobile phone, home phone, email, and preferred language of a group. For more information about the preferred language, see [Client preferred language](/docs/language-settings#client-preferred-language).

### Assigning groups to branches, centres, and credit officers

If you would like to assign a group to a specific branch, centre and credit officer then you can use the **Branch**, **Centre**, and **Credit Officer** fields in the **Association** section to do so. You user must have the `MANAGE_GROUP_ASSOCIATION` permission to have access to this section.

![Create Group - Association section with Branch, Centre and Credit Office](@site/static/img/support/clients-and-groups--create-group-association.png)

### Custom fields

If you have set up custom field definitions for groups then you will have the option to enter custom field values for those as well depending on the availability settings for the group types. For more information, see [Custom Fields](/docs/custom-fields).