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👨‍👩‍👧‍👦 Managing Groups

Groups allow you to organise users for easier permission management. Instead of assigning roles to individual users, you can add users to groups and manage their access collectively.

James Greig avatar
Written by James Greig
Updated over 2 months ago

Viewing Groups

To access the Groups page:

  1. Click Settings in the main navigation

  2. Select Groups from the Settings menu

[Screenshot 11: Groups List View - Table showing groups with columns for Name, Description, Members, and Roles. Displays "LOB: Corporate Clients" with 6 members and "LOB: Fund Services" with 4 members, both showing "No roles" assigned. Search bar and Filters button visible at top, Create Group button in top-right]

The Groups page displays:

  • Group name

  • Description

  • Number of members

  • Assigned roles

Creating a New Group

  1. Click Create Group in the top-right corner

  2. Enter the following information:

    • Name - A descriptive name for the group (required)

    • Description - Optional details about the group's purpose

  3. Click Create Group

[Screenshot 12: Create Group Modal - Simple form with "Name" field (required) and "Description" text area (optional), with Cancel and Create Group buttons]

Example Groups:

  • LOB: Corporate Clients

  • LOB: Fund Services

  • Compliance Team

  • Regional Offices

Editing Group Details

To update a group's basic information:

  1. Click on the group name in the Groups list

  2. Click on the Details tab in the Edit Group modal

  3. Update the following:

    • Name - Change the group name

    • Description - Modify the group description

  4. Click Save Changes to apply

[Screenshot 13: Edit Group Details Tab - Modal showing "LOB: Corporate Clients" group with Details/Members/Roles tabs. Details tab active showing Name field with "LOB: Corporate Clients" and Description field with "Creating Test Govin Groups - 08/10/2025". Delete button at bottom, Cancel and Save Changes buttons]

Managing Group Members

To add or remove users from a group:

  1. Click on the group name in the Groups list

  2. Click on the Members tab

You'll see two columns:

  • Available Users - Users not currently in the group

  • Current Members - Users already in the group

[Screenshot 14: Edit Group Members Tab - Modal showing Members tab with two columns. The left column "Available Users (12)" shows users not in group. Right column "Current Members (6)" shows current group members including names and email addresses. Arrow buttons for moving users between columns]

To Add Members:

  1. Click on a user in the Available Users list

  2. The user moves to Current Members

  3. A "New" badge appears next to recently added members

  4. Click Save Changes to apply

[Screenshot 15: Edit Group Members with New Member - Same view as Screenshot 14 but showing a user moved from Available Users to Current Members with a green "New" badge next to their name, and the Save Changes button now active/highlighted]

To Remove Members:

  1. Click the back arrow (←) next to a user in Current Members

  2. The user moves back to Available Users

  3. Click Save Changes to apply

Warning: If you try to close the modal with unsaved changes, you'll see an "Unsaved Changes" warning with options to:

  • Cancel - Return to editing

  • Discard Changes - Close without saving

[Screenshot 16: Unsaved Changes Warning - Alert dialog overlaying the Edit Group modal asking "You have unsaved changes. Are you sure you want to close?" with Cancel and Discard Changes buttons]

Assigning Roles to Groups

Groups can have roles assigned to them, which are inherited by all group members:

  1. Click on the group name in the Groups list

  2. Click on the Roles tab

You'll see two columns:

  • Available Roles - Roles not assigned to the group

  • Assigned Roles - Roles currently assigned to the group

[Screenshot 17: Edit Group Roles Tab - Modal showing Roles tab with two columns. Left column "Available Roles (6)" lists Administrator, TestRole-NoPower, Translate Only, Testing, Account Manager-drafter, and Senior Account Manager-reviewer. Right column "Assigned Roles (0)" is empty]

To Assign Roles:

  1. Click on a role in the Available Roles list

  2. The role moves to Assigned Roles

  3. Click Save Changes to apply

To Remove Role Assignments:

  1. Click the back arrow (←) next to a role in Assigned Roles

  2. The role moves back to Available Roles

  3. Click Save Changes to apply

Deleting Groups

  1. Click on the group name in the Groups list

  2. Click the Delete button at the bottom of the edit modal

  3. Confirm the deletion

Note: Deleting a group does not delete the users within it. Users will simply no longer be part of that group.

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