Create a User Group

Define a user group to assign permissions to multiple users.

Note: If the More Security Around Data Access Management feature is enabled, you will need the Super Admin permission to perform this task. Not sure if you have this feature? Reach out to your administrator. For more information, see More security around data access management.

Creating a user group is a two-step process that includes adding users to the user group and assigning permissions to the user group.

To manage your user groups in a project, click Security > User Groups on the navigation bar.

  1. In the User Groups room, click Create User Group.

  2. In the Create User Group dialog, type a display name and description for the user group, and then click Create.

    Result: The user group is created and added to the list.

  3. Select the new user group.
  4. Add users to users group in the Users tab. For more information, see Manage the User Group Membership.
  5. Select the user group permissions in the Permissions tab. For more information, see Set the User Group Permissions.