Prerequisites
To create and manage groups, you need:
A Member, Creator, or Admin role in your organization
Appropriate permissions to add users to groups (Owner or Editor role on the group)
Creating a new Group
Navigate to the Groups section in your workspace
Click Create Group
Enter a group name and description
Choose the group visibility:
Public: Visible to everyone in your organization
Private: Only visible to group members
Click Create
You will automatically be assigned as the group Owner.
Adding members to a Group
Open the group you want to manage
Click Add Members
Search for and select users to add
Assign each user a role:
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
Click Add
Changing member roles
Open the group
Find the member whose role you want to change
Click the role dropdown next to their name
Select the new role
Removing members from a Group
Open the group
Find the member you want to remove
Click the Remove button (or three-dot menu) next to their name
Confirm the removal
Note: Removing a user from a group will revoke their group-based access to all resources shared with that group (unless they have individual permissions).
Editing Group settings
Open the group
Click Settings or the edit icon
Update the group name, description, or visibility as needed
Click Save
Deleting a Group
Open the group you want to delete
Click Settings or the three-dot menu
Select Delete Group
Confirm the deletion
Warning: Deleting a group will remove all group-based permissions for resources shared with that group. Users will lose access unless they have individual permissions.
Best practices
Use descriptive names: Name groups based on teams, departments, or functions (e.g., "Marketing Team", "Engineering - Backend")
Regular audits: Periodically review group membership to ensure only active team members have access
Assign multiple Owners: Have at least two Owners per group to prevent access issues if one Owner leaves
Document group purpose: Use the description field to clarify what the group is for and what resources it accesses