Groups

Learn how to create and manage user groups to streamline role assignments and team access management.

Overview​

User groups allow you to manage multiple users with similar roles and permissions efficiently. Instead of managing permissions for each user individually, you can assign roles and permissions to a group, and all members automatically inherit those privileges.

Key Benefits​

• Simplified Role Management: Assign roles to multiple users at once
• Consistent Permission Assignment: Ensure users with similar roles have identical permissions
• Efficient Team Organization: Group users by department, function, or responsibility
• Streamlined Access Control: Modify permissions for entire teams with a single update
• Easy User Management: Onboard and manage team members efficiently at scale

Accessing Groups​

Groups are managed through the Team settings:

• Navigate to Settings → Team
• Open the Groups tab
• Access all group management functions from the dashboard

Creating Groups​

Initial Setup​

• Click + New group to start creating a group
• Provide essential information:
  • Name: Choose a descriptive name (e.g., "Regional Buyers")
  • Description: Define the group's purpose and scope

Member Assignment​

Search for Users

• Use the search functionality to find team members
• Filter by department or role if needed

Select Members

• Choose users who should be part of this group
• Consider their responsibilities and access needs

Managing Members​

• Review selected members to ensure they align with the group's purpose
• Remove any members who don't belong in this group
• Add additional members as needed

Role Assignment​

Select Roles

• Choose roles that match the group's function
• Consider the security requirements for this group

Review Access

• Verify the permission combinations are appropriate
• Ensure users will have the right access levels

Role Management​

• Review the selected roles to ensure they match the group's needs
• Remove any unnecessary permissions
• Verify the access levels are appropriate for the group's function

Finalizing Group Creation​

Review Configuration

• Verify all settings are correct
• Check member assignments
• Confirm role selections

Save Group

• Click Save to create the group
• The group will be immediately available for use

Managing Existing Groups​

Group Maintenance​

Editing Groups

• Update group configurations as needs change
• Modify member composition
• Adjust role assignments

Removing Groups

• Delete groups that are no longer needed
• Consolidate similar groups to reduce complexity

Adding Groups

• Create new groups as your organization grows
• Support new functional units or departments

Best Practices​

• Use clear, descriptive names for groups
• Keep groups focused on specific functions or departments
• Match roles to group responsibilities
• Follow the principle of least privilege - only assign necessary permissions
• Review group memberships regularly
• Update roles and memberships as organizational needs change

Interactive Tutorial​

Learn how to create and manage groups with this step-by-step tutorial. You'll see how to set up groups, add team members, assign roles, and implement the best practices covered in this guide.