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Creating and managing user groups

Simplify workspace management with user groups.

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.

First, navigate to the settings page by clicking on the company name on the top left of the screen, and selecting Company & Admin.

Next, select the "Groups" section. From here, you can create new groups and manage existing ones with just a few clicks.

Creating user groups

On the "Groups" settings page, select the +Create Group button.

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

šŸ’” SSO

If your company utilizes Single Sign-On (SSO), users can automatically be provisioned into groups by entering a key and value pairing, originating from your identity provider (IdP). Moving forward, users accessing CoLab for the first time (using SSO) with the matching key and 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.

The group will now appear on the Groups Management page.

Editing and deleting user groups

To edit or delete the group, right click on the group or click the three dots at the end of the user group's row in the table.

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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