Manage Organization Groups

Create a New Group

To create a new group, follow these steps:

  1. In the upper-right corner of the GROUPS section, click Create group.
  1. In the Name field, enter a name for the group.
  2. (Optional). In the Description field, enter a short description of the group.
  1. (For owners and admins). Assign a role to the group.
    The assigned role defines the access scopes the group will be granted. You can either select a default or a custom role. To learn how to create a custom role, see Manage Custom Roles.
  2. In the MEMBERS section, select the users to be added to the group.
  3. In the upper-right corner, click Create.

Change Group Configuration

You can change the name, description and role of any custom group. This option is not available for the Everyone group, which is default and not configurable.

To change the group configuration, follow these steps:

  1. In the GROUPS section, select the group the configuration of which you want to change.
  1. In the GROUP CONFIGURATION section, make the required changes.
  2. In the upper-right corner, click Save.

Manage Group Members

You can add or remove users to/from a custom group. The Everyone group is the default group that includes everyone in the entire organization and cannot be changed.
To add or remove a user to/from a group, follow these steps:

  1. In the GROUPS section, select the group for which you want to define the members list.
  2. In the MEMBERS section, do the following:
  • Select the checkboxes next to the users that should be included into the group.
  • Clear the checkboxes next to the users that should be removed from the group.
  1. In the upper-right corner, click Save.

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