User groups

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.