Groups

Groups are a way to manage user permissions collectively. Instead of assigning roles and privileges to individual users, you can assign them to a group, simplifying access control across your workspace.

There is a default group called Everyone. All users are automatically part of this group.

Who Can Manage Groups?

Only users with Admin or Owner roles can create, edit, or delete groups and manage group memberships.

Creating a Group

1. Go to Workspace Settings.
2. Click on Groups in the sidebar.
3. Click the Create Group button at the top right.
4. In the popup:
   • Enter a Group Name (e.g., Sales).
   • Add an optional Description.
   • Use the search box to find and add members (You can always add more members later).
5. Click Create to finish.
6. You’ll be redirected to the new group’s page to review or manage its members.

Grant Group access to a Space

A Space is a dedicated area within your workspace for organizing pages, and collaboration. It helps teams separate content by project or department. Learn more in the Spaces Documentation.

After creating a group, you may want to grant it access to specific Spaces. Doing so allows all group members to inherit access to that Space with a unified role.

1. Navigate to the Space you want to manage.
2. Click on Space Settings.
3. Go to the Members tab.
4. Click Add Space Members.
5. In the popup:
   • Search for the group name.
   • Select a permission level:
     • Full Access – full admin control within the space
     • Can Edit – can edit pages and content
     • Can View – read-only access
   • Click Add to confirm.

The group will now appear in the Space members list with the assigned permission level.

Note: If a user has multiple paths of access to a Space (e.g., both individually and through a group), the highest permission level will apply.

Adding Members to a Group

1. Go to Settings > Groups.
2. Select the group.
3. Click the Add Members button.
4. Search for users and add them to the group.

Removing a User from a Group

1. Go to Settings > Groups.
2. Select the group.
3. Locate the member you want to remove.
4. Click the three dots (⋯) next to their name.
5. Select Remove Group Member.
6. Confirm the action.

Editing a Group

1. Go to Settings > Groups.
2. Select the group.
3. Click the three dots (⋯) in the top right.
4. Choose Edit Group.
5. Update the group name and/or description.
6. Save your changes.

Deleting a Group

1. Go to Settings > Groups.
2. Select the group.
3. Click the three dots (⋯) in the top right.
4. Choose Delete Group.
5. Confirm the deletion.