User Groups

User groups let you manage permissions for multiple users at once. Instead of assigning roles and folder grants to each user individually, assign them to a group and add users to the group.

Creating a Group

1. Go to Users & Access → Access Management.
2. Click the Groups tab.
3. Click Create Group.
4. Give the group a name (e.g., “Downtown Stores,” “Marketing Team”).
5. Optionally add a description.
6. Click Save.

Adding Users to a Group

1. Open the group from the Groups tab.
2. Click Add Members.
3. Search for users by name or email.
4. Select the users to add.
5. Click Confirm.

Users can belong to multiple groups.

Group Permissions

Groups can have:

• Roles — all members inherit the group’s roles.
• Folder grants — all members get the group’s folder access.

When a user is in multiple groups, their effective permissions are the union of all group roles and folder grants, plus any individual assignments.

Use Cases

Scenario	How Groups Help
Multi-location retail	Create a group per store. Assign store-specific folder grants. Add staff to their store’s group.
Departmental access	Create groups for Marketing, Operations, and IT. Each group gets different roles and folder access.
Temporary teams	Create a group for a campaign or event. Add team members, assign permissions, and delete the group when done.

Group vs. Individual Assignments

Approach	Best For
Group	Managing permissions for teams, locations, or departments.
Individual	One-off permissions for specific users that don’t fit a group pattern.

Removing Users from a Group

1. Open the group.
2. Find the user in the members list.
3. Click Remove.

Removing a user from a group revokes the group’s roles and folder grants for that user (unless they have them through other groups or individual assignments).

Deleting a Group

You can delete a group at any time. This does not delete the users — it only removes the group association. Users lose the roles and folder grants provided by that group.

Related

• Inviting Users — add users to your account.
• Roles & Permissions — understand roles.
• Folders — folder structure and access control.