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What are Groups and how do they work?

Learn how Groups simplify permission management by organizing users into teams.

Updated over 3 weeks ago

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.

What's next?

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