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Creating and managing user groups

Updated over a week ago

User groups allow you to assign groups of people to review files, instead of assigning individuals one-by-one. As a Company Admin, you can quickly add users to a Workspace and set their permissions.

To create and manage groups:

  1. Click the profile icon in the bottom left corner of any page.

  2. Select Settings & Admin.

  3. Go to the Groups page.

From here, you can create new groups and manage existing ones with just a few clicks.

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Creating user groups

In the admin settings, select the Groups tab and then Create Group.

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In the Create Group modal, you can set the Group Name, Group Permission level, and add members to the group.

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If your company utilizes Single Sign-On (SSO), users can automatically be provisioned into groups by entering a key:value pairing originating from your identity provider (IdP). Moving forward, users accessing CoLab for the first time (using SSO) with the matching key:value will immediately be added to the user group, and consequently any associated workspace.

After adding the group members, click Next to move on to the next step, adding groups to workspaces. Then, select your desired Workspace(s) and click Create Group.

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The group will now appear on the Groups page.

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Editing and deleting user groups

To edit or delete the group, right click on the group.

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You can edit the Group Name, Group Permission level, add or remove group members, change the IdP key:value pairing (if applicable) and add or the delete the group from Workspaces.

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By following these steps, you can easily manage user groups in CoLab and simplify Workspace management. If you have more questions, contact our support team at [email protected].

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