Create and Manage Groups
Once you have created one or more roles, you can include them in a new group. Follow the guide below to create and manage groups.
Learn more about groups.
In Settings, click Groups in the left navigation bar.
Select + Group.
Enter a name and description for the group.
Choose the group type
Add members by entering their email addresses.
Select a role to define what actions group members can perform.
Note
You must select an existing role. New roles can’t be created while creating a group.
If you need a new role, create it first in Settings → Roles. See create roles and permissions.
(Optional) Assign a scope to define what data group members can access.
Click Create to save the group.
Modify a group
In Settings → Groups, locate the group you want to modify.
- To edit a group, click Edit in the Actions column. You can change the name, description, members, role, scope, or type.
- To delete a group, click Delete in the Actions column.
After making changes, click Save.