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.

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.

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.

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.

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.

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.