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Prerequisites

Who can manage groups:
  • Admin
  • SysAdmin
  • Account Manager
  • Company Admin
Who can view groups:
  • All users that can access to the admin panel
What groups can be managed:
  • Only Custom Groups (Company and Private groups are automatic)
Where groups can be managed:
  • Only within Admin Panel

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Create a Group

Step 1: Navigate to group creation
  1. Log in the Administration
  2. Navigate to Groups in the admin menu
  3. Click on ”+ Add Group” to open the group creation form
Step 2: Configure group properties
  1. Fill in the Name field (mandatory)
    • Choose a descriptive and unique name
    • Examples:
      • “Engineering - Backend Group”
      • “Sales - Enterprise”
      • “Project Phoenix - Core Group”
    • Avoid generic names like “Group 1” or “Temp”
  2. Fill in the Description field (optional)
    • Describe the group’s purpose and scope
    • Example: “Backend engineering group responsible for API development and infrastructure”
  3. Select the Company (mandatory)
    • Choose the company this group belongs to
    • Pre-filled if you are Company Admin
  4. Set Category to “Custom” (automatic)
Step 3: Add group members
  1. Go to the Group Memberships section
  2. Click ”+ Add another Group Member”
  3. Search for users in the dropdown
  4. Select users to add to the group
  5. Set the Role column for each member: Member (default) or Owner — see Member roles
  6. Users appears immediately in the group list
  7. Repeat to add multiple members
Step 4: Save the group
  1. Click “Save” to create the group and return to the group list
  2. Or click “Save and continue editing” to add more members or configure further
💡 Tip: After creating a group, you can associate it with workspaces through the Workspace admin interface.

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Update a Group

Step 1: Navigate to group editing
  1. Log in with appropriate admin credentials
  2. Navigate to Groups in the admin menu
  3. Click on the group name to open the editing interface
Step 2: Update group properties
  1. Modify Name and/or Description as needed
  2. Cannot change Company after creation
  3. Cannot change Category (always “Custom” for manually created groups)
Step 3: Manage group members Add members:
  1. Go to the Group Memberships section
  2. Click ”+ Add another Group Member”
  3. Search and select users to add
  4. Set the Role column: Member or Owner
Change a member’s role:
  1. Go to the Group Memberships section
  2. Change the value in the Role column for that member
Remove members:
  1. Go to the Group Memberships section
  2. Click the ”×” button next to a member to remove them
Step 4: Save changes
  1. Click “Save” to apply changes and return to group list

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Member roles

Each entry in the Group Memberships section has a Role: Use the Owner role to delegate Agent management for a group without granting Company Admin rights. A group Owner can create a Team Agent for that group from the chat interface — see Agent Settings.
The Owner role grants no additional document permissions. An Owner has exactly the same document access as a Member of the same group, so the delegation has no data governance side effect.

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Delete a Group

Important considerations ⚠️ CAUTION: Deleting a group is IRREVERSIBLE and will:
  • Remove all group memberships
  • Affect workspace access for all group members
  • Potentially impact users’ ability to access documents
Only Custom groups can be deleted. Company and Private groups cannot be deleted. Step 1: Navigate to group editing
  1. Log in with appropriate admin credentials
  2. Navigate to Groups in the admin menu
  3. Click on the group name to open the editing interface
Step 2: Delete the group
  1. Verify this is a Custom group (Company and Private cannot be deleted)
  2. Click “Delete Group” button at the bottom
  3. Confirm deletion when prompted
  4. Click “Yes, I’m sure” to permanently delete
⚠️ Warning: Before deleting a group:
  • Check which workspaces use this group
  • Notify group members about the change
  • Consider reassigning workspace access to another groupRemoving Members from a Group