---
title: How to Set Up Groups
description: You can set up groups to manage multiple users as a single entity.  Only Workspace Admins can set up groups in a workspace.
---

[Skip to content](https://help.safelinkhub.com/how-to-set-up-groups#main-content)

English

Show submenu for translations

[Contact us](https://help.safelinkhub.com/kb-tickets/new?hsLang=en)

[![safelink](https://help.safelinkhub.com/hs-fs/hubfs/safelink.png?width=133&height=30&name=safelink.png)](https://safelinkhub.com/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://help.safelinkhub.com/kb-tickets/new)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Hub](https://help.safelinkhub.com/?hsLang=en)
2. [Managing Workspace (General)](https://help.safelinkhub.com/managing-workspace-general?hsLang=en)
3. [Groups & Permissions](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#groups-permissions)

# 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](https://help.safelinkhub.com/how-to-set-up-groups#gen4)  
[How to Set Up Groups - Gen 3](https://help.safelinkhub.com/how-to-set-up-groups#gen3)

### How to Set Up Groups - Gen 4

<iframe src="https://scribehow.com/embed/How_to_Set_Up_Groups__huLkz79_QT-XtH9aU0Qr3g?voice=fable&amp;as=video" width="100%" height="800" allow="fullscreen" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border-width: medium; border-style: none; border-color: currentcolor; border-image: initial;"></iframe>

 

 

1. To begin, click **Manage Workspace.**
   
   ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-01/fc298fc0-2e09-4b35-aadd-84f2b1e090d5/user_cropped_screenshot_bf6a5be3902c4157a2555d8237a1087e_text_export.jpeg)
2. Click **Access & Permissions**.
   
   ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-01/d360857a-a52e-4480-9e41-f89d961c397c/user_cropped_screenshot_ba75e023078648a29a603e831eb57906_text_export.jpeg)
3. Click **Groups.**
   
   ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-01/cbeb2a1f-c732-46a2-8576-97f702029df9/user_cropped_screenshot_19d866ab2e8e4a1d8bd48901804d193b_text_export.jpeg)
4. Select **Create a New Group** from the actions menu on the right.
   
   ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-01/14c8df7b-b1ce-43d0-a108-d5ba577383f5/user_cropped_screenshot_4935d7ce807e4cb8b30a322c2c8f5407_text_export.jpeg)
5. Enter the group name.
   
   ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-01/1b5a6607-e86a-4e85-900c-6f024ae54776/user_cropped_screenshot_4e030b2e490b44548cf39226f2138266_text_export.jpeg)
6. Click **Create Group.**
   
   ![](https://colony-recorder.s3.amazonaws.com/files/2026-06-01/318bb3b4-a1d5-4b55-bfd2-3e73ef55093b/user_cropped_screenshot_aa81dc28df4a40e28e8ce59fee4413c8_text_export.jpeg)

 

 

 

 

---

### How to Set Up Groups - Gen 3

1. To begin, click **Manage Workspace**.  
   ![1](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/How%20to%20Set%20Up%20Groups/1.png?width=655&name=1.png)
2. Click **Access & Permissions.**  
   ![2](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/How%20to%20Set%20Up%20Groups/2.png?width=655&name=2.png)
3. Click **Groups**.  
   ![3](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/How%20to%20Set%20Up%20Groups/3.png?width=655&name=3.png)
4. Select **Create a New Group** from the actions menu on the right.  
   ![4](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/How%20to%20Set%20Up%20Groups/4.png?width=655&name=4.png)
5. Enter the group name.  
   ![5](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/How%20to%20Set%20Up%20Groups/5.png?width=655&name=5.png)
6. Click **Create Group**.  
   ![6](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/How%20to%20Set%20Up%20Groups/6.png?width=655&name=6.png)

 

- [Getting Started](https://help.safelinkhub.com/getting-started?hsLang=en#main-content)

    - [Introduction to Safelink](https://help.safelinkhub.com/getting-started?hsLang=en#introduction-to-safelink)
    - [Getting Started with Your Account](https://help.safelinkhub.com/getting-started?hsLang=en#getting-started-with-your-account)
    - [Documents Area Overview](https://help.safelinkhub.com/getting-started?hsLang=en#documents-area-overview)
    - [Navigation & Interface](https://help.safelinkhub.com/getting-started?hsLang=en#navigation-interface)
- [Lexiti](https://help.safelinkhub.com/lexiti?hsLang=en#main-content)

    - [Bundles](https://help.safelinkhub.com/lexiti?hsLang=en#bundles)
    - [Chronology](https://help.safelinkhub.com/lexiti?hsLang=en#chronology)
    - [Document Review](https://help.safelinkhub.com/lexiti?hsLang=en#document-review)
    - [Managing Documents & Folders](https://help.safelinkhub.com/lexiti?hsLang=en#managing-documents-folders)
    - [Lexiti FAQ's](https://help.safelinkhub.com/lexiti?hsLang=en#lexiti-faqs)
    - [Billing & Subscription](https://help.safelinkhub.com/lexiti?hsLang=en#billing-subscription)
    - [Managing Your Lexiti Workspace](https://help.safelinkhub.com/lexiti?hsLang=en#managing-your-lexiti-workspace)
- [Expero Virtual Data Rooms](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#main-content)

    - [Getting Started](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#getting-started)
    - [Upload](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#upload)
    - [Managing Documents & Folders](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#managing-documents-folders)
    - [Working with Documents](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#working-with-documents)
    - [Download](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#download)
    - [Managing Your Data Room](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#managing-your-data-room)
- [eReview | Document Review | Litigation](https://help.safelinkhub.com/ereview-document-review-litigation?hsLang=en)
- [Using Workspace (General)](https://help.safelinkhub.com/using-workspace-general?hsLang=en#main-content)

    - [Workspace Navigation & Views](https://help.safelinkhub.com/using-workspace-general?hsLang=en#workspace-navigation-views)
    - [Uploading Documents & Folders](https://help.safelinkhub.com/using-workspace-general?hsLang=en#uploading-documents-folders)
    - [Managing Documents & Folders](https://help.safelinkhub.com/using-workspace-general?hsLang=en#managing-documents-folders)
    - [Working with Documents](https://help.safelinkhub.com/using-workspace-general?hsLang=en#working-with-documents)
    - [Downloads & Exports](https://help.safelinkhub.com/using-workspace-general?hsLang=en#downloads-exports)
    - [Authentication & Access](https://help.safelinkhub.com/using-workspace-general?hsLang=en#authentication-access)
    - [Reports](https://help.safelinkhub.com/using-workspace-general?hsLang=en#reports)
- [Managing Workspace (General)](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#main-content)

    - [Workspace Setup](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-setup)
    - [User Management](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#user-management)
    - [Groups & Permissions](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#groups-permissions)
    - [Workspace Security](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-security)
    - [Workspace Administration](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-administration)
    - [Workspace Management Reports](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-management-reports)
- [Managing Licence](https://help.safelinkhub.com/managing-licence?hsLang=en#main-content)

    - [Licence Users & Access](https://help.safelinkhub.com/managing-licence?hsLang=en#licence-users-access)
    - [Licence Settings](https://help.safelinkhub.com/managing-licence?hsLang=en#licence-settings)
    - [Security & Authentication](https://help.safelinkhub.com/managing-licence?hsLang=en#security-authentication)
    - [Workspace Management](https://help.safelinkhub.com/managing-licence?hsLang=en#workspace-management)
    - [Global Reports](https://help.safelinkhub.com/managing-licence?hsLang=en#global-reports)
    - [Invoice & Billing](https://help.safelinkhub.com/managing-licence?hsLang=en#invoice-billing)
- [Safelink Apps and Features](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#main-content)

    - [Annotations](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#annotations)
    - [Watermarks](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#watermarks)
    - [Redaction](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#redaction)
    - [Search](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#search)
    - [Secure File Transfer](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#secure-file-transfer)
    - [Numbering](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#numbering)
    - [Micro-Blog App](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#micro-blog-app)
    - [Language Translation](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#language-translation)
    - [Two-Phase Approval](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#two-phase-approval)
    - [Labels & Custom Fields](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#labels-custom-fields)
    - [Secure Mail](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#secure-mail)
    - [Magic Columns](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#magic-columns)
    - [Mentions](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#mentions)
    - [Terms](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#terms)
    - [Electronic Signature](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#electronic-signature)
    - [Duplicates](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#duplicates)
    - [Spreadsheet Viewer](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#spreadsheet-viewer)
    - [Q&A](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#qa)
    - [Task & Events](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#task-events)
    - [API & Integrations](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#api-integrations)
    - [Ask Alex](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#ask-alex)
- [User Settings](https://help.safelinkhub.com/user-settings?hsLang=en#main-content)

    - [Account Security](https://help.safelinkhub.com/user-settings?hsLang=en#account-security)
    - [Profile Settings](https://help.safelinkhub.com/user-settings?hsLang=en#profile-settings)
    - [Notification Settings](https://help.safelinkhub.com/user-settings?hsLang=en#notification-settings)
- [FAQ's](https://help.safelinkhub.com/faqs?hsLang=en)

[![safelink](https://help.safelinkhub.com/hs-fs/hubfs/safelink.png?width=130&height=30&name=safelink.png "safelink")](https://safelinkhub.com)

Copyright © 2026, Safelink