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Editing groups

Edit a group's roles, users and permissions​

Admins can edit the permissions of a group, along with the roles and users that inherit those permissions:

  1. Open the Permissions dashboard card and select Groups.

  2. In the right panel, select a group from the search results to view its details.

The General tab of the selected group

  1. To edit the group's Name, select Edit in the action bar. Select Save to finish.

  2. Use the tab bar to switch to the Roles or Users tab.

The Roles tab of the selected group

Add roles or users​

To assign more roles or users to the group, select More in the action bar and choose Add roles/users.

Selecting Add Roles from the More Actions menu

Select the roles or users that will inherit the groups's permissions and then select Save.

Selecting from a list of roles

Remove roles or users​

To remove roles or users from the group, select Edit in the action bar. Select beside the ones you want to remove and then select Save.

Editing the roles of a group

Configure group permissions​

To configure the permissions of the group, select More in the action bar and choose Permissions.

Selecting Permissions in the More Actions menu

Use the Permissions Manager to add and configure permissions on the group. We recommend keeping groups minimal and modular, so they can be reused across multiple roles.