Skip to main content

Managing Group Settings

Manage user permissions, add or delete users and groups, and assign users to groups.

Updated over 10 months ago

Simplify your team’s permission management by creating user groups and assigning permissions to the entire group at once.

Table of Contents

⚠️ Note: All permissions assigned via Groups are backward compatible with all previous versions of Suite. Admins on versions prior to 36.37.0 (Released 09/27/24) will be unable to see the permissions inherited through groups until they update.


Creating a New Group

Step 1: Within the main menu, navigate to "Team Settings"

Step 2: Go to the "Groups" tab in Team Settings

Step 3: Click "+Create New Group"

Step 4: Enter the Group Name > click "Create"

⚠️ Unable to add a group? Ensure you have the necessary Admin privileges.


Adding Users and File Permissions to a Group

Step 1: Once you have created a group, navigate to the "Groups" tab

Step 2: Select "Manage"

Step 3: Click "+Add Users" to add users to his group and then click on "+Add File Permissions" to assign permissions to a group of users, at once.


Removing a User from a Group

Step 1: Within the "Groups" tab, hover over the user that you want to delete, and click "Remove"


Removing File Permissions from a Group

Step 1: Within the "Groups" tab, select "Manage" on the right side of the group

Step 2: Navigate to the File Permissions Click "Remove"


Deleting a Group

⚠️ Warning: Deleting a group will remove all associated permissions from users in that group.

Step 1: In the Groups tab, find the group you wish to delete

Step 2: Click the trash icon next to the group name

Step 3: Click "Delete" to confirm

Still have a question?

Click the chat icon in the corner of your screen to send us a message!

Did this answer your question?