Groups

Organize users in groups.

Groups allow efficient access management by collectively handling permissions for multiple individuals. Assign users to a group to streamline processes like sharing datasets or insights. Groups can include various admins and members, and roles can be updated anytime.

Create a group

1. Go to Settings → [Your Organization] → Groups

2. Click on Create group

3. In the dialog:

   • Enter a name and an optional description

   • Search and select users

   • Assign each person a role: Admin or Member

   • Click on Create

All members of a group receive the same access rights when the group is applied to a dataset or insight.

Edit group members

1. Click on a group to open the sidebar

2. Click on the ✏️ symbol next to Members

3. In the dialog:

   • Select or deselect users

   • Change role (Member/Admin)

   • Click on Save

All changes take effect immediately.

Edit group name or description

1. Click on the ... menu in the top right of the group sidebar

2. Select Edit group

3. Update name or description

4. Click on Save

Delete group

1. Click on the ... menu in the group sidebar

2. Select Delete group

3. Confirm the deletion

Deleting a group does not remove any members from the organization.

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Group roles

Role	Can edit group settings	Can manage members
Admin	✅	✅
Member	❌	❌