Groups¶
Admin → Users → Groups defines groups of users for access rules. A group is not an organisational unit: it exists to grant something to several people at once.
Creating a group: the name is what rules and permissions refer to.
Create or edit a group¶
| Field | Rule |
|---|---|
| Group name | Required and unique |
| Description | Optional context |
If the name matches an inactive group, the form offers to reactivate it instead of creating a second group with the same name. Reactivating keeps the members the group had.
Members¶
Open a group and choose its members: the dialog shows Available and Assigned columns, each user with their photo or initials, and a search box that filters by name or username. Move people between the columns and save; the assignment is kept when you reopen it.
Deactivate or delete¶
- Inactive keeps the group and its members but removes it from the places where it can be assigned.
- Delete asks for confirmation. Rules that referred to the group stop applying, so check where it is used before removing it.
Groups versus departments¶
| Group | Department | |
|---|---|---|
| Purpose | Grant access to several users | Reflect the organisation |
| Structure | Flat | Tree with parents |
| Used by | Access rules, table groups, document visibility | User record, reports, filters |
A user can be in many groups and in exactly one department.
Permissions¶
Managing groups requires the user-management permissions of your role. See Permission reference.
Related¶
- Users — the accounts you add to groups.
- Departments — the organisational tree.
- Roles — permissions, which are separate from group membership.