Why Use Groups?
Organize Users
Group users by department, function, or project for better organization
Simplify Permissions
Assign permissions to groups instead of individual users
Efficient Management
Manage multiple users at once with bulk operations
Creating Groups
Step-by-Step Guide
Access Group Management
Navigate to the admin dashboard and click on "Groups" in the navigation menu.
Click "Create Group"
Click the "Create Group" button to open the group creation form.
Fill Group Information
- • Group Name: Choose a descriptive name (e.g., "Marketing Team", "Developers")
- • Description: Add a brief description of the group's purpose
- • Department: Assign to a specific department if applicable
- • Group Type: Select the type (Team, Department, Project, etc.)
Set Group Permissions
Configure what resources and features members of this group can access.
Add Members
Select users to add to the group. You can add members now or later.
Pro Tip
Use clear, descriptive group names that reflect the team's function or project. This makes it easier to manage permissions and find the right group later.
Group Types & Organization
Common Group Types
Department Groups
Organize users by organizational departments
- • Marketing Team
- • Engineering Team
- • Sales Team
- • HR Department
Project Groups
Group users working on specific projects
- • Project Alpha Team
- • Beta Development
- • Q4 Campaign
- • Product Launch
Role-Based Groups
Group users by their role or function
- • Administrators
- • Managers
- • Analysts
- • Support Staff
Group Hierarchy
Nested Groups
Create hierarchical group structures:
Permission Inheritance
- • Child groups inherit parent permissions
- • Override permissions at any level
- • Maintain security hierarchy
- • Simplify permission management
Keep group hierarchies simple and logical. Too many nested levels can make management complex.
Managing Group Members
Adding Members
Individual Addition
- 1. Open the group details page
- 2. Click "Add Member"
- 3. Search for users by name or email
- 4. Select users and click "Add"
Bulk Addition
- 1. Select multiple users from user list
- 2. Choose "Add to Group" action
- 3. Select target group
- 4. Confirm addition
Member Roles
- • Group Admin: Can manage group members and settings
- • Group Member: Standard group member with inherited permissions
- • Group Viewer: Can view group but not modify
Removing Members
Individual Removal
- 1. Go to group members list
- 2. Click the remove icon next to user
- 3. Confirm removal
Bulk Removal
- 1. Select multiple members
- 2. Choose "Remove from Group"
- 3. Confirm bulk removal
Important
Removing a user from a group will revoke all permissions inherited from that group. Make sure the user has alternative access if needed.
Group Permissions
Permission Types
Data Access
- • View specific data sets
- • Edit data records
- • Export data
- • Delete data
Feature Access
- • Use specific features
- • Access admin functions
- • Generate reports
- • Manage integrations
System Access
- • API access
- • System configuration
- • User management
- • Security settings
Permission Management
Setting Permissions
- 1. Open group settings
- 2. Go to "Permissions" tab
- 3. Select required permissions
- 4. Save changes
Permission Inheritance
- • Members inherit group permissions
- • Individual permissions override group
- • Deny permissions take precedence
- • Permission conflicts are resolved automatically
Use the permission preview feature to see exactly what permissions a user will have before adding them to a group.
Group Analytics & Reports
Available Reports
- Group membership statistics
- Permission usage analytics
- Group activity reports
- Member engagement metrics
- Permission audit logs
Monitoring & Alerts
Group Activity
- • Member additions/removals
- • Permission changes
- • Group creation/deletion
- • Unusual activity patterns
Alert Types
- • Large group membership changes
- • Permission escalations
- • Inactive groups
- • Security violations
Best Practices
Group Organization
- Use consistent naming conventions
- Keep groups focused on specific functions
- Regularly review and clean up unused groups
- Document group purposes and responsibilities
Security & Permissions
- Follow principle of least privilege
- Regular permission audits
- Monitor group membership changes
- Use temporary groups for projects