How do I create and manage groups
Groups help structure access to different locations, making it easy to manage permissions at scale.
- Navigate to the Groups section
- Click New Group, give it a clear and recognisable name, and create it.
- Assign location access by selecting:
- Regions (e.g., Europe, North America)
- Cities (e.g., London, New York)
- Specific Locations (e.g., individual workspaces) Best practice: Keep group names clear and consistent - this avoids confusion when managing multiple locations.
How do I add users to a group?
Once a user has accepted their invite to the platform, you can assign them to a group.
- Open the Group you want to modify.
- Go to the Members tab.
- Select a user and assign their role:
- Member - Can access but not manage the group.
- Admin - Has control over group settings and members. Important: Users must accept their invite before you can add them to a group. If someone isn't showing up, check if their invite is still pending.
