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Managing Group Settings

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

Updated over 3 weeks 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

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