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User Groups

Groups bundle workspace users so you can grant them shared access to sites, spaces, and attributes in one place, instead of per person. Membership (and who manages the group) lives on the group's Members tab; where the group is actually used is summarized on its Permissions tab — access itself is granted from site, space, and attribute settings elsewhere in the product.

Workspace Owners and Admins can create groups, from Settings → Groups → + Group, setting a name, optional description, and whether the group is invite-only.

Invite-only vs. public groups​

  • Invite-only (private) — only members can view the group's detail page; joining requires a group admin to add you.
  • Public (invite-only off) — anyone can view the group and Request to join; a group admin sees pending requests on the Members tab and accepts or rejects them, setting the new member's role (Member or Admin) on acceptance.

A group admin can toggle invite-only later from the group page's ⋯ menu.

Group admin vs. member​

Admin (a role inside the group, not a workspace role) can add/remove members, accept/reject join requests, change member roles, toggle invite-only, edit the name/description, and delete the group. The creator is an admin from the start. Member can view the group and its member list, but can't change membership or settings.

The Permissions tab​

Visible only to group admins. It lists every place the group already has access configured — site access, space access, attribute access — because someone granted it in context elsewhere. Editing a row still requires the matching role in that area: space rows are editable only where you're the space owner, site rows only where you're site owner/admin, and attribute rows only for attributes in a space you own (an attribute you can't see shows as "Restricted attribute" but the row still appears).