Plan Availability: The Groups feature is only available with Enterprise plans

The User Groups feature allows you to quickly grant or revoke asset access for a predefined set of users. This is particularly useful for managing a large number of users, as handling access on an individual basis would be cumbersome.

Permissions

To create groups and modify group memberships, you must be logged in as an Administrator. A user's group memberships can also be automated through an SSO Integration.

Both Team members and Administrators may assign groups to assets.

Creating a Group

  1. Click the Hamburger menu (upper left corner), then select Groups.
  2. Click Add a group.
  3. Enter a name for the new group and click Create.

Adding or Removing Users from a Group

  1. Click the Hamburger menu (upper left corner), then select Users.
  2. Click Edit next to a user to open the user edit dialog.
  3. In the dialog, open the Groups dropdown, then check or uncheck the boxes next to the groups to modify the user’s membership.
  4. Click Save.
  5. Repeat for any additional users.

(Note: Group membership can also be automated via SSO Integration.)

Assigning a Group to an Asset

  1. Select an asset from your list to open its preview page.
  2. Click Share... > Users.
  3. In the Pick users/groups field, type the group's name and select it from the dropdown.
  4. Choose an access level from the Choose access level dropdown.
  5. Optionally, set an expiration date.
  6. Click Add User(s) to Asset.

Revoking a group's access to an asset:

  1. Select an asset from your list to open its preview page.
  2. Click Share... > Users.
  3. Click the trash icon next to the group you want to remove access from.

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