Overview
User groups let you manage permissions and site access for multiple users at once. Instead of configuring each user individually, assign permissions to a group and all members inherit them.
Prerequisites
To create and manage user groups, you need the User Management permission.
Why Use Groups?
Easier onboarding: Add new users to groups instead of setting up individual permissions.
Consistent access: Everyone in a group has the same permissions — no guessing if you set things up correctly.
Efficient changes: Update a group once, and all members get the change automatically.
Clear organization: Groups document how access is structured in your company.
How Groups Work
A group has:
A name to identify it
Permissions that all members inherit
Site access that all members inherit
Members — the users who belong to it
When a user belongs to a group, they get all the group's permissions and site access in addition to any direct access they have.
💡 Example: A user has direct permission Dashboard Read. They belong to "Field Team" group with Analytics and Site List permissios. Their effective permissions: Dashboard Read, Analytics, Site List.
Creating a Group
Go to Settings
Go the User Groups under the User Management section
Click Create Group
Enter a descriptive name
Configure permissions, site access, and members
Remember: You can only assign permissions and site access you have yourself.
Click Create
Editing a Group
Go to User Groups in your settings
Find the group you want to edit
Click the three dots (⋮) next to the group
Click Edit
Make your changes to name, permissions, site access, or members
Save your changes
Managing Members
Adding Members
From the user group:
Edit the group
Select the user to add in the Users tab
Click Invite User to directly create a user that has not been invited to the platform yet
Save
From the user:
Edit the user
Select the group to add in the Groups tab
Save
Removing Members
Select the group (or user)
Deselect the membership to remove
Save, members lose the group's permissions and site access
Deleting a Group
Go to User Groups in your settings
Find the group you want to delete
Click the three dots (⋮) next to the group
Click Delete
What happens:
The group is deleted
Members lose the group's permissions and site access
Members' direct access and other group memberships are unaffected
⚠️ Deleting a group cannot be undone.