Managing the user groups in your organization

This feature is available starting in Team plan. With the Free plan organization, only the built-in groups are used and you cannot change them.

User groups can be used to manage organization members and their permissions. This section explains how to create, update, or delete user groups. To set the organization-related permissions of a user group, see Managing the organization members.

You must be an organization admin to be able to manage the user groups of the organization.

Creating a new user group

1. Retrieve the organization.
2. Go to Administration > Groups. The Groups page opens with the list of user groups for the organization.
3. Select the Create Group button. The Create Group dialog opens.
4. Enter the group name and description.
5. Confirm with Create. The new group is added to the list.
6. In the Members column, select the pen icon to add users to the group: see below.

Adding/removing users to/from a group

1. Retrieve the organization.
2. Go to Administration > Groups. The Groups page opens with the list of user groups for the organization.
3. In the Members column, select the pen icon next to the group you want to change. The Update users dialog opens.
4. Select the All option. All users belonging to the organization are listed.
5. Select or unselect the check box to add or remove a user to or from the group.
6. Select the Close button.

Changing the name or description of a group

1. Retrieve the organization.
2. Go to Administration > Groups. The Groups page opens with the list of user groups for the organization.
3. Select the three-dot menu to the far right of the group you want to change.
4. In the menu, select the Update details command. The Update Group dialog opens.
5. Edit the group details and select the Update button.

Deleting a user group

You cannot delete the Members group. You can only delete a group if it does not result in the removal of all organization admins.

To delete a group:

1. Retrieve the organization.
2. Go to Administration > Groups. The Groups page opens with the list of user groups for the organization.
3. Select the three-dot menu to the far right of the group you want to delete.
4. In the menu, select the Delete command and confirm.