Create and Edit User Group

User Groups let you manage access and permissions for multiple users at once. They also make it easy to share private documents with a specific set of people without changing broad permission settings.
 

Key Takeaways:

• User Groups eliminate the need to assign access and permissions one person at a time; organize users into a group once, then manage them together. 
• Sharing a private document with a team is easier through a User Group than adjusting individual permissions every time someone needs access. 
• The User Groups page shows a preview of each group's members at a glance, so you can confirm the right people have access without opening every group to check.
   

Navigating to User Groups

1. Click Account & Settings.
2. Click Utilities.
3. In the Search Utilities field, type USER GROUPS.
4. Click the User Groups tile.

The User Groups page displays all existing groups with a preview of member avatars and a total user count per group. Use the Search bar in the upper right to filter groups by name.

 

Create a User Group

1. From the User Groups page, click the + New User Group button.
   
   
2. In the User Group Name field, enter a name for the group.
   1. Group names must be unique and can be up to 255 characters.
3. If you are using the Avionté Chat feature, you may enable Group Chat for the group now.
   1. For more information on Avionté Chat, please see the article on that topic here: Avionté Chat
4. To add members, use the Search bar on the right panel. Type a user's name to see matching results, then click a name to add them to the group.
   1. Each result displays the user's name, email address, and profile picture where available.
5. Continue adding members as needed. To remove a member before saving, click the X to the right of their name in the Group Members list.
6. Click Save.

Edit a User Group

Use the Edit option to update the group name or add and remove members.

1. From the User Groups page, click the Edit button (pencil icon) next to the group you want to update.
2. All the same options when creating a group will be available here.
   1. To rename the group, update the User Group Name field.
   2. To enable Avionté Chat for the group, select Group Chat.
   3. To add members, use the Search bar on the right panel and click a user's name to add them.
   4. To remove a member, click the X to the right of their name in the Group Members list.
3. Once edits have been complete, click Save. To discard all unsaved changes, click Reset.

Delete a User Group

Deleting a group is permanent and cannot be undone. Users in the group will not be deleted — only the group itself is removed.

1. From the User Groups page, click the Delete button (trash icon) next to the group you want to remove.
2. Confirm the deletion when prompted.