Skip to main content

Create and manage groups

Groups let you organize workspace members for easier permission and access management. This article covers creating and managing groups.

Creating a group​

  1. Go to Admin Console → People → Groups.
  2. Click New Group.
  3. Enter a Group name (e.g. "Legal Team", "HUL Stakeholders").
  4. Search for and add at least one workspace member — a group needs at least one member before it can be saved.
  5. Confirm to create the group.

Editing or deleting a group​

  • Click the pencil icon on a group's row to reopen the same form — rename the group or change its member list.
  • Click the trash icon to delete a group.

What groups are used for​

Groups exist to make it faster to grant several people the same access at once:

  • Workflow stages — add a group as a stage reviewer instead of naming each person individually. Anyone added to or removed from the group afterward is picked up immediately by any stage the group is assigned to, with no need to re-edit the stage.
  • Asset sharing — when inviting people to review an asset, a group appears in the same suggestion list as individual members. Selecting it sends an invite to every current member of the group in one action.