Your organization can consist of multiple users with different roles. As the owner, you might want to put some of them together under the same name. That is possible by creating groups. Let’s go into more detail.

Groups

There are two main reasons why you would want to create a group. First, it can be used for user access management, meaning that you would group people with the same access rights.

Second, it can be used to logically group people, for example people from the same team. As a result, you need to share a dashboard only once instead of sharing it with the team members separately.

The group section can be found in the left menu of your profile page and includes two main parts, My groups and All groups. Let’s zoom in a little.

  • My groups : the groups I created and groups I'm an owner of

  • All groups : other groups where I am a member

Group creation

The creation of groups is very easy to execute, just click the ‘Create a group’ button. You can add or delete people, change their roles and modify the group name by double clicking on it.

The bin button is to remove a group. First think about it before doing so since this is a permanent action that cannot be undone.

All groups

The ‘All groups’ section displays the other groups you’re being a member of created by other organization owners. You can see the other members by clicking on the group name.

Want to learn more about the different roles? Click here.

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