Managing Groups

Workspaces come with a set of default groups. You can create and update groups to help manage permissions in a workspace. Manage a group’s name or members from the Groups tab in Workspace Settings.

Create a Group

To create a group:

1
Go to Workspace Settings by clicking Settings.
2
From the Groups tab, click Create Group.
3
Enter a group name.
4
Add workspace members to the group by searching for or selecting individuals.
5
Click Create Group to finish.

Create a Group

Add Members to a Group

To add members to a group:

1
Go to Workspace Settings by clicking Settings.
2
From the Groups tab, select a group.
3
Click Add Members.
4
Find the person you’d like to add by searching or scrolling through the member list and then check the box next to the member’s name.
5
Click Add to Group to finish.

Add Members

You can select to hide existing workspaces members to help with searching and filtering for people.

Remove Members from a Group

To remove members from a group:

1
Go to Workspace Settings by clicking Settings.
2
From the Groups tab, select a group.
3
Find the people you’d like to remove by searching or scrolling through the member list and then check the box next to the member’s name.
4
Click Remove Member.
5
Confirm that you’d like to remove the member.

Remove Members

Delete a Group

If you no longer need a group, you can delete a group by clicking the delete icon on the Groups tab. Any permissions granted to members by a group will be removed. Removing a group does not remove the group’s members from a workspace.

Delete Group