--- title: "Sync Groups" slug: "sync-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){height="100" width=""} 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){height="100" width=""} 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){height="100" width=""} 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){height="100" width=""} 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){height="100" width=""} 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 **** :::(Info) (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) :::