User groups are a powerful feature that enables admins to manage user permissions and roles within a shared workspace. This structured approach allows for efficient control over access and actions, ensuring that users can only perform tasks relevant to their roles.

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Creating a User Group

  1. Navigate to the Admin Dashboard.
  2. Click on the User page > User Groups tab.
  3. Click on the Create Group button.
  4. Enter a name for the group.
  5. Optionally, add a description to clarify the group’s purpose.
  6. Click on the Create button to finalize the group creation.

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Adding Users to a Group

  1. In the User Groups tab, select the group you want to add users to.
  2. Click on the Add Users button.
  3. In the pop-up window, search for and select the users you want to add.
  4. Click on the Add button to confirm your selection.

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Group Permissions

User groups can have different permissions based on their roles. Common permissions include:
  • Viewer: Can view workspace data but cannot make changes.
  • Editor: Can view and edit workspace data, but cannot manage user permissions.
  • Owner: Has full control over the workspace, including managing users and permissions.
When creating or editing a group, admins can assign these roles to users within the group to ensure they have the appropriate level of access.

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Managing User Groups

User groups can be managed by admins to ensure that the right users have the appropriate permissions. This includes:
  • Editing Group Details: Admins can modify the group’s name and description by selecting the group and clicking on the Edit button.
  • Removing Users: To remove users from a group, select the group, click on the Manage Users button, and then remove users as needed.
  • Deleting Groups: If a group is no longer needed, admins can delete it by selecting the group and clicking on the Delete Group button.

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Best Practices

  • Define Clear Roles: Establish clear roles and responsibilities for each user group to avoid confusion and ensure accountability.
  • Regularly Review Groups: Periodically review user groups to ensure they still align with the organization’s needs and that users have the appropriate permissions.
  • Use Descriptions: Utilize the description field to provide context for each group, making it easier for admins to understand the purpose of each group at a glance.
  • Limit Group Size: Keep user groups manageable in size to facilitate easier management and communication.