Groups

Groups

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Integrations
API Reference
Administrator Guide

Groups

The Groups page, with search, the Role filter, Download, and the Group Name, Group Role and Actions columns.
The Groups page, with search, the Role filter, Download, and the Group Name, Group Role and Actions columns.
The Groups page, under Administration → Access Control → Groups, lets you assign a role to a group so that everyone in the group inherits that role, and lets you designate VIP groups. Managing access by group gives many people the same access at once. A user's effective role reflects the role of every group they belong to.
Note: Groups themselves are not created or deleted on this page. The set of groups comes from your organization's directory; this page is where you assign each group a role and VIP status.

Prerequisites

  • The User Admin role or higher.

View the group list

The table lists your groups:
Column
What it shows
Group Name
The name of the group.
Group Role
The role assigned to the group.
Actions
Row actions, including the VIP control.

Assign a role to a group

  1. Find the group in the list.
  2. Set its Group Role.
Every member of the group inherits this role. If a member belongs to more than one group, or also has a role assigned directly, their effective role is the highest-privilege role among them.

View a group's members

Select a group's row to open a detail panel showing its Group Role, the VIP control, and a Members table listing each member's User (name and email) and Effective Role.
A group's detail panel, showing Group Role, the VIP control, and a Members table with User and Effective Role columns.
A group's detail panel, showing Group Role, the VIP control, and a Members table with User and Effective Role columns.

Mark a group as VIP

Use the crown control in the group's row to mark the group as a VIP group. Activity by members of a VIP group is restricted so that only roles with VIP visibility can see it.
Note: Only the Super Admin role can grant the ability to view VIP data.

Verify

After setting a group's role, the Group Role column for that group updates to show the new role.
After toggling VIP status, the crown control label in the group's row changes: a group you marked as VIP shows Remove VIP; one you removed from VIP shows Make VIP.

Settings reference

Field
Description
Group Name
The name of the group, from your directory.
Group Role
The role inherited by every member of the group.
VIP
Whether the group is marked as a VIP group.