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