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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. To do so, you need the required permissions.

Learn more about groups.

Create a group

1. In Settings, select Groups in the left navigation bar.

2. Select + Group.

3. Enter a name and description for the group.

4. Select the group type.

5. Add members by searching for and selecting your existing team members. Only people already on your team can be added — an unrecognized email doesn't invite or create a user.

6. Select a role to define what actions group members can perform.

   Note

   You must select an existing role; you can't create one while creating a group. To use a role that isn't listed, create it first in Settings, then Roles. See create roles and permissions.

7. (Optional) Assign a scope to define what data group members can access.

8. Select Create to save the group.

Modify a group

Note

When you edit a group's members, you can't select yourself from the members list. To add yourself to a group, edit your own row from Settings → Team Members instead.

1. In Settings, select Groups, then locate the group you want to modify.
2. In the Actions column:
   • To edit a group, select Edit. You can change the name, description, members, role, scope, or type.
   • To delete a group, select Delete.
3. After making changes, select Save.