#Groups

Groups help you organize users into logical collections—teams, departments, or any other grouping that makes sense for your organization.

#Creating a Group

1. Go to Users → Groups
2. Click New Group
3. Fill in:
   • Name — Group name (e.g., "Sales Team", "Support Staff")
   • Description — Optional description of the group's purpose
   • Users — Select users to add to this group
4. Click Create

#Managing Groups

#Viewing Groups

The table shows:

• Group name
• Description
• Number of users
• Creation date

#Editing a Group

1. Find the group in the table
2. Click Edit
3. Update the name, description, or user assignments
4. Save changes

#Adding Users to a Group

1. Edit the group
2. In the Users section, check the users to include
3. Save

Or from the Users page:

1. Edit a user's assignments
2. Check the groups they should belong to
3. Save

#Removing Users from a Group

1. Edit the group
2. Uncheck the users to remove
3. Save

#Duplicating a Group

Use the Replicate action to create a copy of a group with the same settings (but without the user assignments).

#Deleting a Group

Groups are soft-deleted (moved to Trash). You can restore them later.

Deleting a group doesn't delete the users in it—they simply lose that group membership.

#Import & Export

• Import — Bulk import groups from CSV
• Export — Download groups as CSV

#Use Cases