User and Permissions - Managing Groups

Owned by Jason Wides
Last updated: May 24, 2023 by Marc Amouyal
2 min read

Groups are used to consolidate users around specific applications that they interact with.
Users with the “Manage Users & Permissions” permission can create, update or delete groups of users:

  • You can create groups for departments, teams, or other groups of users in your organization.

  • You can delete groups that are no longer relevant for your organization

The instructions on how to perform these actions are detailed below:

Create Group

  1. Click the “Groups” section under “Users & Permissions”

  2. Click “Create Group”

  3. Add Group information

    1. Name

    2. Description

    3. Assign applications to the group

  4. Click “Create”

  5. (Optional) Add members

  6. (Optional) Create another group 

Email notification: All group members will receive an email containing the group that they were add to.

Update Group

  1. In the Groups list, find the group by paging through the list or searching using the search bar.

  2. Click on the group you want to update

  3. You can update the following group details:

    1. Name

    2. Description

    3. Assigned Applications

    4. Members

Delete Group

  1. In the Groups list, find the group by paging through the list or searching using the search bar.

  2. Hover over the group you want to delete and click on the delete button.