How do I manage user groups?

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

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 and assign them later.

For an existing user

1. Find the user on the People page and open their profile.
2. In the Groups panel, click Edit.
3. Select one or more groups from the dropdown.
4. Click Save.

Users can belong to multiple groups simultaneously.

Removing a user from a group

1. Open the user's profile from the People page.
2. In the Groups panel, click Edit.
3. Deselect the group you want to remove them from.
4. Click Save.

This removes the user's membership only — the group itself remains.

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.