Why create groups?

As your organization grows, managing access and settings for each user individually becomes time-consuming and hard to keep consistent. Groups let you organize your workforce into logical units such as by team, location, role, or any structure that suits your business so you can apply settings to everyone at once, rather than updating each person separately.

Once you've set up your groups, you can:

The "Members" tab in a group showing a list of its members.

Users in groups with rule-based membership can only be added or removed by managing the rules.

Each user can be a member of up to 100 groups.

Add a user to a group

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Select the group.

  4. Click Add members on the upper-right of the page. The Groups page with the option to add members to a group visible.

  5. In the pop-up window, select the user you want to add to the group.

  6. Click Add.

Add a user to multiple groups

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Select the user.

  4. Click Settings on the upper-right of the page.

  5. Select Groups at the top of the page.

  6. Click Add user to groups.

  7. In the side panel, click the dropdown menu and select the groups you want to add the user to.

  8. Click Done.

  9. Click Save and apply.

Check the box next to the groups to add the user as a member.

Remove a user from a group

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Select the group.

  4. Click on the right-hand side of the user's name and select Remove. The Engineering group page with the option to remove a user from the group visible.

  5. In the pop-up window, click Remove.

Bulk add or remove users from groups

  1. Log in to the web app (opens in new tab).

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Click Group matrix on the upper-right of the page.

  4. On this page, group names are listed horizontally, and users are listed vertically in alphabetical order.

  5. Check or uncheck the box on the left-hand side of the user's name. Changes are applied automatically. The group matrix showing the groups a user is added to.

If you have "Platform management: Sites" permission, you can also bulk add or remove users from sites as members.

Frequently asked questions