Managing User Groups

Managing User Groups

Available in Product Plan: Management

Feature available to: Admin (Creating, managing user groups) • Editors (Using the groups)
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What is a User Group?

When your workspaces reaches a significant number of users and processes, it becomes hard to manage access rights. User groups give a central place to manage access rights of a large number of processes. 

Creating a User Group

From the 'Management' section of the main workspace menu, click 'User Groups' to begin creating a user group.

Click 'New user group' then enter the name of the group into the 'Name' text field and click 'Save'.

You'll now see the user group appear in the user group list.

Managing users of a user group

Follow the steps below to add or remove users of a user group.

Adding Users

Click 'Manage users' and type a user's name or email address to search for a user. Select the user from the list to add them to the group, then click 'Save'.

Repeat the above steps to add multiple users to the group.

Removing Users

Click 'Manage users' and click the 'X' on a user's name to remove them from the group, then click 'Save'.


Manage User Group

Follow the steps below to rename or delete a user group.

Renaming a user group

Click 'Manage group', then 'rename group'. Enter the new name of the group into the 'Name' text field.

Deleting a user group

Click 'Manage group', then 'Delete group'. Click 'Delete'.

See Also

  1. Article: Managing Access Rights
  2. Video: Mange User Groups

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