Group Management

Updated 1 week ago by Abhiram

Account Owners, Super Admins, and User Admins can create and manage groups to streamline administration and access to flows. You can use groups to assign workflow steps, share flows, and more.

Creating groups

Go to Admin > Group Management, then click Create Group to build a new user group. In the popup box, enter a name for the group and choose the users. You can also add groups you’ve already created. When you are finished, click Save to create the group.

You can see the count of active groups on the top right corner of the screen.

Editing and deleting groups

To update a particular group, click the Edit button (). You can change the name of the group or change the members. Click the Delete button () to permanently delete the group.

Identifying which groups a user is in

You can view all the groups a user belongs to by going to the User Management tab and finding the Groups column. A user can be a part of an Active or Inherited group. When a user directly associates with a group and acquires its flow permissions, that group is called an Active group. On the contrary, when a user acquires a group's flow permissions without directly associating with it, such a group is called an Inherited group.

Groups are color labeled in the User Management table.

  • Active groups are labeled in green.
  • Inherited groups are labeled in blue.

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