User Groups

The User Groups feature allows Admins to manage large numbers of users across all resources. It allows for the ability to define more detailed roles for your users, and manage users in bulk. 

Setting Up User Groups

1. Navigate to Settings > Bulk Management > User Groups.
2. At the top of the User Groups page you will find an area to input a description of the group, and a group name. Once this information is input select Create Group.
3. A notification will appear stating User group created successfully! The group will then appear in the user group table. 
4. You will then be redirected to a new page where you can designate which Users should be included in your newly created group. 
5. In the add users to group field, search the users name or enter email addresses in the add users to group field. You can also copy and paste a list of users into the field. Do note: only users already in the organization will be added to the group. 
6. If you want the users to receive an email notification, toggle on Send an email invitation. Select Add users. 
7. A message will display stating, We're working on adding users to this user group. You'll receive a notification when the users have been added.

Managing User Groups 

Once a user group is created select return to user group to return to the User Group management page.

On the User Group page, admins will see a list of groups they can manage. Brandfolder level admin users will see all groups shared across the organization. The list of all groups includes the group name, date created, number of members, and a red delete button. The delete button will delete the user group and remove all group members and permissions that they have. Do note: this action can not be undone. 

Editing a Group

If you want additional information on a specific group, click on the groups name in the list. This will bring up a new page with the ability to view and add resource permissions to the group, view group members, invite and remove users, and edit group details. 

1. To edit a group, select Edit user group.
2. Change either the group name or description and select, Update group.

Adding and Removing Resource Permissions for a Group

1. On the groups page select the Permissions tab. 
2. Select Brandfolders, Collections, Subcollections, Workspaces, Brandguides, and Portals the group will have access to from the Resource dropdown.
3. Designate if they will be an Admin, Collaborator, or Guest from the Permission level dropdown.
4. Add a personal message (optional).
5. If you want the users to receive an email notification, toggle on Send an email invitation, then select Add permissions.  

Do note: If you select Send an email invitation when a permission is added users will be notified via email about what resources they have been added to and their permission level. 

The permission table below the permissions invitation area shows the resource name, resource type, date created, permissions level, and remove button. Admin users who have access to the group are able to select the remove resources button. 

Inviting and Removing Users from a Group

On the groups page make sure you have the Users tab selected. 

To invite users to a group, you can follow steps 6-8 in the Setting Up User Groups section of this article.  

Users can be removed from a group by selecting the Remove button next to their information. Removing a user from a group will revoke any permissions granted via the group. Individual permissions granted will stay.

User Groups also appear in the User Management Page which you can learn about in the User Management, Invitations and Messaging Knowledge Base.