Creating and Managing Organizational Groups

In this article, you'll learn how to create and manage groups in your organization.

Written By Rico van der Stelt

1. Create a group

  1. On your organization's page, go to "Colleagues."

  2. Go to "Groups."

  3. Click on "New Group."

  4. Enter the name.

  5. Select the members of this group.

  6. Optionally, link a subgroup.

  7. Click Save and Close.

📖 After creating the group, you can add it to your projects. See 5. Add a group to a project in this article

2. Edit a group

  1. In your organization, go to Colleagues.

  2. Go to Groups.

  3. Click on the group you want to edit.

  4. Click Edit.

  5. Click Save and Close.

3. Delete a group

  1. In your organization, go to Colleagues.

  2. Go to Groups.

  3. Click on the group you want to delete.

  4. Click Edit.

  5. Click Delete.

4. Add users to a group

  1. In your organization, go to Colleagues.

  2. Go to Groups.

  3. Click on the group you want to edit.

  4. Click Edit.

  5. Add the users to the group.

  6. Click Save and Close.

⚠️ When a user is added to or removed from a group, it may take up to 5 minutes for the group’s permissions to take effect for that user.

5. Removing a User from Multiple Groups

Want to remove a user from multiple groups at once? You don’t have to do it one by one.

  1. Go to the organization, then to Colleagues, and then to Users.

  2. Click the number next to the name—this shows the number of groups the user belongs to.

  3. Check one or more groups in the list. Use “Select All” to select everything at once.

  4. Click “Remove.”

  5. Confirm the action in the confirmation window.

💡 Tip: You can skip the confirmation window for future actions by checking the option in the window.

⚠️ Note: Is a removal failing? For example, because someone is the last administrator of a project? If so, you’ll see a notification with a “More info” button that explains why.

6. Add a group to a project

With organization groups, you can quickly add a group of users to a project.

  1. Go to the project.

  2. Go to Project Members.

  3. Click Members.

  4. Click Invite … colleagues.

  5. Click on Administrators or Members.

  6. Select the group.

  7. Click Save and Close.

All members of this group will be added to the project.

7. Removing Groups from Projects

  1. In the organization, go to Colleagues, then to Groups.

  2. Click the number next to the group name—this shows the number of projects the group is a member of.

  3. Check one or more projects in the list.

  4. Click "Remove."

  5. Confirm the action in the confirmation window.

💡 Tip: You can skip the confirmation window in the future by checking the option in the window.

⚠️ Note: If a deletion fails, you’ll see a message with a “More info” button explaining why.

8. Manage Permissions

The permissions you set for a group apply to all users in that group.

  1. In your organization or project, go to Access.

  2. Go to Files.

  3. Search for the group using the search bar.

  4. Adjust the permissions.

  5. Click Save.

📖 Want to learn more about setting permissions? Check out the article: Setting Permissions