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Section 2: Manage Group Membership

Assigning users to the correct User Groups grants them the permissions defined in those groups. Manage memberships efficiently using the Group Membership page.

Steps:

  1. Navigate to Group Membership:
    • Click the company menu (top right) > Your Organisation Name.
    • Click Group membership in the left sidebar.
  2. Filter by Team (Optional): If your organisation uses multiple teams, select the relevant team from the Select team drop-down to manage membership for that specific team. Leave as "All Teams" to manage organisation-wide group membership (use with caution).
  3. Find the User Group: Locate the User Group you want to modify in the list.
  4. To Add Users:
    • Click the + (Add users) icon at the end of the User Group's row.
    • Click Add.
    • Select the user(s) you want to add from the drop-down list (you can search).
    • Click Done.
    • Click Add Users.
  5. To Remove Users:
    • Click the arrow at the beginning of the User Group's row to expand it and see current members.
    • Find the user you want to remove.
    • Click the delete icon (trash can) next to the user's name.
    • Note: Changes are saved automatically when removing users.
  6. Verify Changes: Expand the group again to confirm the user list is correct.

What Happens Next?

Users added to a group immediately inherit its permissions (within the selected team context). Users removed lose those permissions. Next, refine visibility using Data Permissions.

Next Section: Configure Data Permissions

Related How-To Guides: