You will need to be an administrator to create or manage groups.
You can assign groups of users to templates and folders instead of adding users one by one.
Managing groups in a folder
To add a group to a folder, first click the cog next to its name in your dashbaord and select “Assign members”.
Now type the name of the group into the “Name or Email Address” field and click “Invite”.
To change the permission level of the entire group, use the dropdown next to their entry to select either “can edit and run”, “can view and run”, “can view own and run” or “can view own”.
To remove a group, click the “X” at the far right of their entry.
Managing groups in a template
To add a group to a template, click the cog next to its name in your dashboard and then “Assign members” from the right-hand menu.
Then type the name of your group into the “Name or Email Address” field and click “Invite”.
To change the permission level of the entire group, use the dropdown next to their entry to select “can edit”, “can view” or “can view own”.
To remove a group, click the “X” at the far right of their entry.
Permission levels
Changing the permission level (eg: “can edit”) of a group will also change the permission of any user in that group in the same way.
For example, if a group is assigned to a template or folder and that group’s permission is changed from “can edit” to “can view own”, everyone in the group will now have “can view own” permission in that template or folder.
Here’s how the permission levels work:
If you want users to have more control, you will need to change their permission to “can edit”.
To learn more, see our articles on folders, templates, and user permissions.
Note that folder level permissions may affect the permissions you have on templates.