Help center Get started Knowledge center Product documentation API documentation
Account Admin
Getting started
How to navigate the Admin tab How to set up a new workspace How to work out why a user can’t see something
User Management
How to create a user How to assign a role to an existing user How to edit a user’s profile How to reset a user’s password How to deactivate or reactivate a user How to delete a user How to give a user access to more than one organization
Roles Management
How to create a role How to edit a role How to assign a security tag to a role How to delete a role
Group Management
How to create a group How to create a subgroup How to edit a group How to delete a group
Organization Management
How to create an organization How to configure organization filter parameters How to edit an organization How to delete an organization
Security Tags
How to create a security tag How to edit a security tag

How to edit a group

Change a group’s name, members, roles, or parent. Membership changes affect one person; role and parent changes affect everyone in the group and every subgroup beneath it.

Before you begin

You need the Account Admin role and the name of the group.

Know which kind of change you’re making, because the reach is very different:

  1. Adding or removing a member affects that one person
  2. Adding or removing a role affects every member, and every member of every subgroup below
  3. Changing the parent rewrites what the whole branch inherits

The last two are the ones to slow down on. Check what sits beneath a group before touching its roles or its parent.

Steps

Step 1. Open Group Management

From the main navigation, click Admin, then open the Group Management tab.

Step 2. Find the group

Type any part of the group name into the search bar. The list filters to matching groups and subgroups as you type.

Step 3. Open it for editing

Click the edit icon in the group’s row. The Edit Group pop-up opens with the current configuration.

Step 4. Make the change

Update the Group Name, Parent Group, Select Users, or Select Roles as needed.

If you’re changing the parent, check what the new parent grants before you save. The whole branch inherits it, this group and everything under it.

Step 5. Update

Click Update to save.

Result

The group reflects the change, and everyone affected has their access adjusted without any per-user cleanup. Adding a member grants them the group’s roles; removing one takes back whatever no other source still provides.

Common issues

  1. I removed a user and they kept the access. They hold it directly, through another group, or through a parent above one of their groups. Removing them from one place doesn’t remove a union.
  2. I added a role and more people gained it than expected. Subgroups inherit it too, at every level below. Check the full branch.
  3. A user I want to add isn’t in the list. They’re in a different organization. Groups are organization-scoped.
  4. Search doesn’t find a group I know exists. Try a shorter fragment of the name. Search matches on the group name, not on members or roles.
  5. I changed the parent and members lost access. The old parent was granting something the new one doesn’t. Either add the missing role directly to this group, or move it back.