Overview
Groups allow you to organize users into teams and manage resource access at the group level. Instead of adding individual users to each assistant, flow, datasource, or conversation, you can add them once to a group and then share resources with the entire group.
When to use Groups
Groups are ideal when:
Multiple users need access to the same set of resources
You frequently onboard new team members who need the same permissions
You manage resources for specific teams or departments
You want to simplify permission management across many resources
When to use individual permissions
Individual user permissions work better when:
Only one or two users need access to a resource
Access requirements are unique and don't follow team patterns
You need fine-grained control over who can access what
How Groups work
Group membership
Users can be added to groups with one of three roles:
Owner: Can edit group settings, manage all members, and delete the group
Editor: Can add and remove group members
Viewer: Can only view the group and its members
Resource sharing
When you share a resource (assistant, flow, datasource, or conversation) with a group, you assign the group either:
Editor: Group members can modify the resource
Viewer: Group members can view and use the resource
These roles work the same way as when you share resources with individual users.
Permission hierarchy
If a user has multiple roles on a resource (through both individual permissions and group membership), the highest privilege role wins.
Example:
Sarah has a Viewer role on an assistant through individual permissions
Sarah is also in the Marketing group, which has Editor access to the same assistant
Sarah will have Editor access because it's the higher privilege
This applies across all combinations of individual and group-based permissions.
Group visibility
Groups can be either public or private:
Public groups: Visible to everyone in your company, but users must still be added by a group owner or editor to become members
Private groups: Only visible to group members
Both public and private groups require users to be explicitly added by a group owner or editor—the visibility setting only controls who can see that the group exists.
Who can create Groups
Any user with a Member, Creator, or Admin role can create and manage groups. Consumers can be added as members of groups but cannot create or manage them.
