User groups

You can give users access to a team in two ways:

• Add a user to a team.
• Add a user to a user group.

In this article, we'll discuss the second method.

What is a user group?

A user group is a collection of users that has access to one or more teams as a group. An example:

• We create a user group called 'All Employees'.
• We give this group access as Viewer to all teams.
• All users you add to this group now have access to all teams. This way, you don't need to add a new user to all teams individually.

Creating a user group

Only platform administrators have permissions to manage user groups.

• In the menu, go to Admin | User Groups.

• Click Add.
• Enter the name of the group.
• Optionally, check 'Automatically add new users to this user group'. This is very useful for a group like 'All Employees'.
• Select the users you want to add to the group. Or click Select all to add all users at once.
• Select the teams and roles you want to assign to the user group.
• You can also add the group to all teams at once with the click of a button.
• Click Save to complete the creation.

After creating the user group, you can still modify the members and permissions.

Once you've created a user group, you can add it to a team, just like you would add a user to a team.

Duplicate permissions: via user group and individually

A user can have access to a team both through a user group and individually. If the roles differ, the role with the most permissions applies. An example:

• A user has permissions as Viewer through the 'All Employees' group.
• The user is also added directly to the team as Participant.
• The role with the most permissions applies: the user is therefore a Participant.