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User Groups

User groups allows you to control what different types of users can view, create and edit on your app. In this article, we’ll go through how you can create user groups to manage different types of end users.
 
For example, an employee directory may include user groups like Employees (edit profile, view directory, view projects) and Project Managers (Edit teams and project information).
 

View User Groups

To view all your user groups:
  1. Navigation to User Groups & Rules from the sidebar
    1. Here you can view all the rules that are applied globally (to everyone) as well as all your app’s user groups.
  1. Click View to see information about its rules and users.
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The Employees user group for the directory example currently has 1 rule and 1 user
 

Edit User Group

To edit the user group information:
  1. Click on the View button to see the group’s detailed view
  1. Click on Edit Group to update name and description
 
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Creating User Groups

To create a user group:
  1. Click on view Create User Group
  1. Give your group a meaningful name and description. E.g. Let’s create a Project Manager group which allows members to view and manage teams (we will create the rules later).
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Adding Users

There are two ways to add users to a group.

Inviting new users

  1. Navigation to the Users page
  1. Click on Invite Users
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  1. Enter up to 10 emails and select the group(s) to assign the users to
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Adding existing users

  1. Navigate to the User Groups & Rules page
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  1. Click View to open user group details
  1. Switch to the Users tab
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  1. Click on Add users to find the existing users to add to the group
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Delete User Group

To delete a user group:
  1. Click View to open user group details
  1. Click on the ant menu to open settings menu
  1. Click on Delete Group
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