Managing Groups

Use the Groups page to review group access, update group membership, and change project roles for a group.

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Find Groups

The Groups page shows group cards with:

• Group avatar
• Group name
• Description, when one has been added

Use the filters area to:

• Search by group name or description
• Filter by project
• Sort by group name
• Sort by description
• Clear active filters

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Open Group Details

Select a group to open its details view.

The details view shows:

• Group information
• Project access
• Users
• Available actions

The Projects and Users sections can be shown or hidden while reviewing a group.

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Edit Group Information

To update a group:

1. Select the group
2. Click Edit Group
3. Update the group name or description
4. Click Save Changes

The group name is required.

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Manage Project Access

While editing a group, use the Projects section to:

• Add a project
• Select a project role
• Change an existing project role
• Remove a project assignment

Changing a group’s project role updates the inherited access for group members. Removing a project from the group removes inherited access from that project.

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Manage Group Users

While editing a group, use the Users section to:

• Add workspace users
• Remove users from the group

Removing a user from a group removes only the access inherited from that group. It does not delete the user from the workspace and does not remove direct project roles.

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Access Consequences

Group changes can affect project access:

• Adding a user to a group can grant project access
• Removing a user from a group can remove inherited project access
• Changing a group’s project role updates access for all group members
• Removing a project from a group removes inherited access for all group members

Group changes do not delete users, projects, or project data.

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Next Steps

• Learn deletion impact with Deleting Groups
• Review user membership with Users in Groups
• Understand Roles