Available in Product Plan: Management
Feature available to: Admin (Creating, managing user groups) • Editors (Using the groups)
<Link to YouTube Video here>
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.
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.
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'.
Article: Managing Access Rights
- Video: Mange User Groups