Use groups to assign permissions at scale

Admins use groups to assign a Permission Set to multiple users at once. This is the recommended way to control access to files and folders.

Groups help admins:

• Save time: assign permissions once, not per user.
• Stay consistent: Ensure users have the correct access.
• Scale easily: Manage access as the team evolves.
• Reduce errors: Avoid missed or incorrect permissions.

Create a group

1. Click Admin in the side menu.
2. Click Groups in the sub-menu.
3. On the Groups page, click the Create button.
4. Enter a unique group name.
5. Click Create. The pop-up closes.

The group is ready for use.

Add users to a group

1. Go to the Groups table.
2. Locate a group name.
3. Click the table row. A new page displays.
4. Click the Add button. A pop-up displays.
5. Search for a user by typing their name.
6. Select the user from the suggestions.
7. Click Add.

Add groups to a group (optional)

You can nest groups to simplify permission management.

1. Open a group.
2. Click Add.
3. Search for and select a group.
4. Click Add.

Members of the nested group inherit the parent group’s permissions.

Editing a group

The group page displays all users and sub-groups assigned to the group.

• Click Add to include more users or groups.
• Hover over a row and click the delete (trash) icon to remove a user or sub-group.

Changes are saved automatically.

What happens when membership changes?

• Users added to a group automatically inherit its permissions
• Users removed from a group lose access granted by that group