How to Set Up Groups

You can set up groups to manage multiple users as a single entity.  Only Workspace Admins can set up groups in a workspace.

How to Set Up Groups - Gen 4
How to Set Up Groups - Gen 3

How to Set Up Groups - Gen 4

  1. To begin, click Manage Workspace.
    manage workspace gen 4

  2. Click Access & Permissions.
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  3. Click Groups.
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  4. Select Create a New Group from the actions menu on the right.
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  5. Enter the group name.
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  6. Click Create Group.
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How to Set Up Groups - Gen 3


  1. To begin, click Manage Workspace.
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  2. Click Access & Permissions.
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  3. Click Groups.
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  4. Select Create a New Group from the actions menu on the right.
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  5. Enter the group name.
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  6. Click Create Group.
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