Creating Groups

To create a group, first navigate to the Groups section on the left-hand side menu. Then, click on the "Create Group" button. Provide a name and description for the group, and select the desired visibility and privacy settings. Finally, click on the "Create Group" button, and your new group is ready to use.

After creating the group, you retain the flexibility to modify all settings, including the group name. It is important to note that public groups can be changed to private at any given time. However, due to privacy considerations, private groups cannot be made public.

Group handle

After creating the group, you can navigate to the group settings and set a unique handle for your group. This handle will provide a personalized URL for your group, making it easier to share with others.

Group info

Group Info is readily accessible to all group members, serving as a designated space to share any supplementary details about your group, including specific group rules. To make edits to this section, simply click on the edit button located in the top right-hand corner. This allows you to update and modify the information as needed.

Manage members

To manage group members, navigate to the "Members" section located in the "Manage Group" section on the left-hand side menu. Here, you can manage group members, view pending join requests and invitations, and control blocked users.

Invite members

If you want to invite members to your group, click on the "Invite Members" button located in the top right corner, then enter their email or Trading Vault handle. Existing Trading Vault users will receive an email invitation to join your group, while non-users will receive an email prompting them to create a free account and join your group.

Control who can add trades

The 'can add trades' toggle provides an individual override to the group-wide setting for adding trades, allowing for precise control over who can and cannot add trades. For instance, if the group setting is set to 'no-one can add trades', then only members who have a 'Yes' beside their name will be able to add trades. This feature is beneficial for trading schools that only want their employees/mentors to add trades. On the other hand, if the group setting is set to 'everyone can add trades', then members who have a 'No' beside their name will not be able to add trades. This feature helps prevent people who spam the group or do not follow the group's rules from adding trades.