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How do I manage user groups?

How do I organise my team into departments?

Managing groups

Only users with the Security Manager permission can create or delete groups.

  1. Go to the People page.
  2. Click Settings in the table header.
  3. Under Groups, click Manage Groups.

Creating a group

Type a name into the Start typing to add group field and click Add Group. Group names must be unique within your organisation.

Deleting a group

Unassign all users from the group first. Then go to Settings > Groups and click the × next to a group name to remove it.

Click Save to confirm your changes. A confirmation message will appear when the update is complete.

Adding users to a group

How to bulk assign users to a group

  1. Navigate to People in the left-hand menu.
  2. Select the checkboxes next to the users you want to assign. You can select as many users as needed. Once at least one user is selected, an action bar will appear. Click Assign to Group.

     

  3. In the drawer that opens on the right, select the group(s) you want to assign the users to (checkboxes are highlighted in orange). Click Assign to apply the assignment.

     

  4. A confirmation toast will appear: "Users successfully added to Groups."

How to bulk remove users from a group

  1. Navigate to People in the left-hand menu.
  2. Select the checkboxes next to the users you want to remove. Once at least one user is selected, click Remove from Group in the action bar.
  3. In the drawer that opens on the right, select the group(s) you want to remove those users from. Click the Remove button (shown in red) to apply the removal.
  4. A confirmation toast will appear: "Users successfully removed from Groups."

Things to know

  • You can select users across the page before opening either drawer.
  • Assigning and removing are separate actions — use Assign to Group to add, and Remove from Group to remove.
  • The confirmation button in the Remove from Group drawer is intentionally red to indicate a destructive action.

When inviting a new user

During the invite flow, step 2 lets you assign the user to one or more groups before sending the invitation. You can skip this by clicking Next step and assign them later.

Filtering the People table by group

Use the Group filter on the People page to show only users belonging to a specific group. You can select multiple groups to broaden the results.