---
title: "Sync Groups"
slug: "sync-groups"
description: "Bulk group tools in infoodle at Administration → Group syncs: resync sub-group and parent membership, toggle task/content use, hibernate or expire all groups."
tags: ["Groups"]
updated: 2026-07-13T02:00:07Z
published: 2026-07-13T02:00:07Z
canonical: "help.infoodle.com/sync-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync Groups

## What is the Group Syncs page?

The Group Syncs page lets you review and fix group membership and settings across your entire site at once. It's in **Administration** → **Groups** and has five tools:

1. **Resync all groups** — fixes parent-child group membership mismatches
2. **Action status** — turns group availability in tasks on or off site-wide
3. **Content status** — turns group availability for content on or off site-wide
4. **Hibernation date** — pauses all groups (or reactivates them)
5. **Expiry date** — expires all groups (or reactivates them)

Because these changes affect every group on your site at once, **double-check before you apply** and warn other admins. There's no single-click undo — you must run the reverse action or restore from an export.

---

## Before you start

- **Update System information** role permission
- Access to the Administration area

---

## Resync all groups

**What it does**: Checks whether every member of a sub-group is also in the parent group above it. If not, it shows you who to add or remove.

**Common use case**: After moving sub-groups around, or when members are added to a child group but don't appear in the parent.

### How to resync

1. Open **Administration** → **Group syncs**
2. In the **Resync all groups** section, click **Review changes**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-HFCJ1A1I.png)
3. The page lists each group with additions and removals that would happen:
  - If in sync: "Your groups are in sync"
  - If issues exist: lists members to add to parents and members to remove
4. (Optional) Click **Export** to save the review (Excel or CSV) — keep this in case you need to manually re-add members
5. Tick **Process additions** to add members to parent groups where they're missing
6. Tick **Process deletions** to remove members from parent groups where they're orphaned
7. Choose how deletions should be handled (explained next to each option)
8. Click **Update**
9. Each membership change is logged in that person's audit trail

**Audit trail:** Yes — each membership change is logged per person

**Undo:** No direct undo. Re-running Resync will not restore deleted members. Use your export to manually re-add if needed.

---

## Action status (turn task availability on/off)

**What it does:** Sets whether groups appear when someone chooses who's responsible for a task.

**Effect on members:** None — members stay in the group.

| Action | Result |
| --- | --- |
| Make all groups available in action tasks | Groups appear in task dropdowns |
| Stop all groups being available in action tasks | Groups don't appear in task dropdowns |

### How to change Action status

1. Open **Administration** → **Group syncs**
2. Scroll to **Groups have 2 settings for determining when they can be used**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-N20HIBS3.png)
3. In the **Action** dropdown, choose your option
4. Click **Apply**
5. The change applies to every group, including admin-only groups and groups you don't have access to

**Audit trail**: ✗ No — keep your own record before running

**Undo**: Run the opposite action (e.g., after "Stop all groups...", run "Make all groups...")

---

## Content status (turn content visibility on/off)

**What it does**: Sets whether groups can be picked to see notes, documents, and other content.

**Effect on members**: None — members stay in the group.

| Action | Result |
| --- | --- |
| Make all groups available for content | Groups appear in content dropdowns |
| Stop all groups being available for content | Groups don't appear in content dropdowns |

### How to change Content status

1. Open **Administration** → **Group syncs**
2. Scroll to **Groups have 2 settings for determining when they can be used**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-ZBFK4M1K.png)
3. In the **Content** dropdown, choose your option
4. Click **Apply**
5. The change applies to every group, including admin-only groups and groups you don't have access to

**Audit trail**: No — keep your own record before running

**Undo**: Run the opposite action (e.g., after "Stop all groups...", run "Make all groups...")

---

## Hibernation date (pause all groups)

**What it does**: Sets whether all groups are hibernated (paused) or active.

**Effect on members**: Members stay attached. While hibernated, no new members can be added. The group still appears in reports.

| Action | Result |
| --- | --- |
| To Yesterday | Hibernates every group (pauses them) |
| Remove the hibernation date | Reactivates every group |

### How to hibernate or reactivate

1. Open **Administration** → **Group syncs**
2. Scroll to **Groups have 2 dates to help reduce the list of groups to just those that are active groups**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-QF2UL7QZ.png)
3. In the **Hibernation** dropdown, choose your option
4. Click **Apply**
5. Confirm in the prompt that appears
6. The confirmation tells you how many groups were changed

**Audit trail**: ✗ No — keep your own record before running

**Undo**: Choose the opposite option and click Apply again

---

## Expiry date (expire or reactivate all groups)

**What it does**: Sets whether all groups are expired or active.

**Effect on members**: Members stay attached. While expired, the group drops out of reports and contact lists.

| Action | Result |
| --- | --- |
| To Yesterday | Expires every group |
| Remove the expiry date | Reactivates every group |

### How to expire or reactivate

1. Open **Administration** → **Group syncs**
2. Scroll to **Groups have 2 dates to help reduce the list of groups to just those that are active groups**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-RU9CX592.png)
3. In the **Expiry** dropdown, choose your option
4. Click **Apply**
5. Confirm in the prompt that appears
6. The confirmation tells you how many groups were changed

**Audit trail**: ✗ No — keep your own record before running

**Undo**: Choose the opposite option and click Apply again

---

## Before you run any sync or bulk action

1. **Pick a time** when other admins aren't doing group work
2. **Export first** — for Resync, export the review. For the other actions, take a Groups report export or group settings export from Reports
3. **Test on one group** first (using the individual group edit page) if you're unsure of the effect
4. **Tell your team** — a heads-up prevents confused messages later

---

Related pages

[About Groups](/v1/docs/about-groups) [Sub-groups](/v1/docs/subgroups) [Hibernating or Expiring a Group](/v1/docs/hibernating-and-expiring-a-group)