Groups & permissions

For organisation admins · ~4 min read

A group bundles a role/licence with a set of permissions, and users inherit whatever their group allows. Settings → Groups is where you define them. Set groups up once and assigning a new user is just picking their group.

Groups at a glance

The list shows each group’s name, description, role and member count. Click a group to edit it, or use Add Group to create one.

Editing a group

Figure 1 — editing a group. (1) The Role / Licence is chosen when the group is created and locks after — it determines the licence type. (2) The Permissions tab groups toggles by area; a green ✔ grants, a red ✘ denies. The Members tab (beside it) lists who’s in the group.

1. Add Group, give it a name, and choose its Role / Licence (this can’t be changed later).
2. On the Permissions tab, toggle each capability on or off by category.
3. On the Members tab, add people by email or remove them.
4. Save.

Role is permanent; delete needs an empty group

The Role / Licence can’t be changed after creation — to switch it, delete the group and recreate it. And a group can only be deleted when it has no members, so move people out first.