Manage Groups & Team Access

The Groups dashboard is your central hub for team organization. Instead of managing tool access for every single employee one by one, you can use this screen to easily update team rules, bulk-assign new members to a department, or delete groups you no longer need.

Phase 1: The Groups Dashboard & Auditing

To access your team groups:

1. Open your Dashboard.
2. Navigate to Access Control from the left sidebar menu.
3. Click on Groups & Permissions.

Auditing Your Groups

The main listing page gives you a bird's-eye view of all the teams configured in your Organization. For each group, you can instantly see:

• Group Name & Description: What the team is called and what they do.
• Assigned Members: How many people are currently inside the group.
• Role Type: The base role (usually Member) assigned to the group.

Search for a Group

If your Organization has dozens of different departments or client teams, use the Search field at the top of the table. You can type in the Group Name, and the list will instantly filter to show matching results.

Phase 2: Edit Group Details & Permissions

As your business changes, a team's responsibilities will change too. You can easily adjust a group's name, description, and permissions at any time.

1. Locate the Group in the list.
2. Click the Edit button (pencil icon).
3. Update the Group Name or Description if the team's focus has shifted.
4. Scroll down to the Permissions toggles. Turn specific features on or off as needed.
5. Click Save Changes.

Important Impact Note: Remember that Groups are collective. If you turn off the "Create Landing Pages" toggle for the Marketing Group, every single person inside that group will instantly lose the ability to create landing pages the moment you click save.

Phase 3: Bulk Assign or Remove Members

While you can assign users to a group one by one from the Members page, the Groups screen allows you to manage team rosters in bulk using a quick popup modal.

Add Members to the Group

1. Locate the Group in the listing page.
2. Click the Members icon to open the assignment modal.
3. Use the search bar or dropdown menu to select one or more users from your Organization.
4. Click Save Changes. Result: The selected users are instantly added to the team and inherit all the group's permissions.

Remove Members from the Group

1. Locate the Group and click the Members icon to open the modal.
2. Open the dropdown list and locate the users you want to remove.
3. Unselect them (or click the 'X' next to their name) to remove them from the group.
4. Click Save Changes. Result: The members are immediately kicked out of the group. They will lose any permissions that were granted exclusively by this group.

Phase 4: Delete a Group

If a department is dissolved, or a specific client project ends, you can permanently delete the Group to keep your Access Control dashboard clean.

1. Locate the Group in the listing page.
2. Click the Delete button (trash can icon).
3. Review the warning message.
4. Confirm the deletion.

Critical Data Safety Note: Deleting a Group does not delete the users inside it, nor does it delete the short links they created. It simply destroys the group container and strips away those group permissions. The users themselves remain perfectly safe in your main Members database.

Frequently Asked Questions