Why should I use Groups instead of setting individual permissions?

Groups save time and prevent security mistakes. Instead of manually checking 20 permission boxes for 50 different employees, you simply create a 'Marketing' group once, set the permissions, and add all 50 employees to it.

Can a team member belong to more than one Group?

Yes. A user can belong to multiple groups. If they do, they will receive a combination of all the permissions granted by those groups.

What happens if a Group's permissions conflict with a user's individual permissions?

Trimlink uses an additive permission model. If a user is granted permission to delete links individually, but their Group is not, they will still be able to delete links based on their individual setting.

Why do Groups only apply to the 'Member' role?

Super Admins automatically have unrestricted access to every feature in the platform. Because their access cannot be restricted, assigning them to a limited Group has no effect.

How do I add users to the Group I just created?

Users are not added from the Group creation screen. Once the group is saved, you must go to the 'Members' page, edit a user, and assign them to this new Group.

Create a Group & Assign Permissions

As your team grows, managing access for every single user one by one becomes time-consuming and risks security errors.

The Groups & Permissions feature solves this. Instead of setting rules for each person, you can create a Group (like a "Marketing Team"), assign a specific set of permissions to that Group, and then simply add users to it. Everyone in the group instantly inherits those exact permissions.

Watch the demonstration video below or follow the step-by-step guide.

Video Demonstration

Getting Started

To create a new organizational Group:

Open your Dashboard.
Navigate to Access Control from the left sidebar menu.
Click on Groups & Permissions.
Click the Add New Group button.
The Create Group form will appear.

Phase 1: Group Information

Begin by defining the identity and purpose of this team.

1. Group Name

Enter a descriptive name that clearly identifies the team. This name will appear in dropdown menus when you are assigning users or setting up Workspaces.

Examples: Marketing Team, External Clients, Junior Support Staff, or Data Analysts.

2. Description (Highly Recommended)

Provide a clear explanation of what this group does and what they are allowed to access. This helps other administrators understand your setup months or years later.

Example: "This group is for the external SEO agency. They can view analytics and create short links, but they cannot delete anything."

3. Role Assignment

Select the role that applies to this group. Currently, Groups are designed specifically for the Member role.

Why? Because Super Admins already have unrestricted global access, placing them in a restricted group does not change their abilities.

Phase 2: Configure Permissions

This is where you define exactly what this team is allowed to do. Permissions are organized into logical categories. Use the toggles to grant or block access.

Dashboard Permissions

View Dashboard: Allows the group to see the main overview screens and general statistics.

Short Link Permissions

Decide exactly how much control this team has over your URLs. You can mix and match abilities:

Create & View: Allow them to make new links and see existing ones.
Edit & Update: Allow them to change destination URLs or edit tags.
Delete: Allow them to permanently destroy links. (Tip: You may want to leave this unchecked for junior staff!)
Bulk Import / Export: Allow them to upload CSVs of links or download your tracking data.

Landing Page Permissions

Control how this team interacts with your templates and landing pages:

Create & Edit: Allow them to build new pages or modify existing templates.
Delete: Allow them to permanently remove landing pages.

Security Best Practice: Always follow the Principle of Least Privilege. Only check the boxes that this specific team absolutely needs to do their daily jobs. The fewer permissions you hand out, the more secure your client data remains.

Phase 3: Review & Create

After setting up your permission toggles:

Verify the Group Name and Description.
Double-check that you haven't accidentally granted powerful permissions (like "Delete") to the wrong team.
Click Submit.

A success message will appear. Your new Group is instantly created and saved to your Organization!

Phase 4: Important Next Steps

Creating the group is only the first step. To actually use the group, you must do two things:

Add People to the Group: Navigate to the Members screen. Edit your existing team members and assign them to this new group so they inherit these permissions.
Assign the Group to a Workspace: Navigate to the Workspaces screen. Edit a workspace and assign this Group to it. This ensures the team actually has an environment to work in.

Frequently Asked Questions

: Groups save time and prevent security mistakes. Instead of manually checking 20 permission boxes for 50 different employees, you simply create a 'Marketing' group once, set the permissions, and add all 50 employees to it.
: Yes. A user can belong to multiple groups. If they do, they will receive a combination of all the permissions granted by those groups.
: Trimlink uses an additive permission model. If a user is granted permission to delete links individually, but their Group is not, they will still be able to delete links based on their individual setting.
: Super Admins automatically have unrestricted access to every feature in the platform. Because their access cannot be restricted, assigning them to a limited Group has no effect.
: Users are not added from the Group creation screen. Once the group is saved, you must go to the 'Members' page, edit a user, and assign them to this new Group.

← PreviousManage Members Next →Manage Groups