Groups

Groups let you bundle workspace members into meaningful units — for example, sales, engineering, or leadership teams. Once members are grouped, you can grant app access by group instead of person by person.

Caution

Groups are available on the Enterprise plan. The feature may not be available on other plans.

Note

Viewing, creating, and editing groups requires the Leader role or higher.

Create a Group

Open Groups from the settings sidebar. You can browse and search the existing groups from the list.

Click Create Group in the top right to open the creation dialog. Pick a name (for example, “Sales Team”) and an icon color, then click Create Group again to confirm.

Add Members

Click a group in the list to open the detail panel on the right. The Edit icon next to the group name lets you rename the group or change its color at any time.

Click Add Member to see all members in the workspace. Press the Add button next to a person to put them in the group. You can also search by name or email to narrow the list.

To remove someone, click the × at the right end of their row in the current members list.

Putting Groups to Work

Once a group exists, you can pick it as a principal when setting app access permissions. When people move between teams or projects, you only need to update the group’s membership — every app that allows that group is updated automatically.

Tip

Set up groups around business units or projects (Sales, Engineering, Leadership, etc.). Permission management gets much easier when access is granted to groups rather than individuals.