Understand Default Groups

Groups Management

Understand Default Groups: Default groups in the Groups tab are based on the same permissions as the default roles: Admin, Builder, and Viewer. Custom groups can be created with varying permissions and assigned users.

With Internal Sharing, you can set permissions at the individual demo level or folder level that allow users to set visibility (e.g. whether a demo or a folder and the demos within are visible to all, or private) and also share specific permissions with specific users or groups as collaborators. 

Create a Group:
 

1. In the Groups tab, click "Add a new user group."
2. Enter the group name and description, and assign roles and users.
3. Click "Save" to create the group.

 

Edit a Group:
 

1. In the Groups tab, click the pencil icon next to the group.
2. Make changes as needed and click "Save."

 

Deactivate a Group:

In the Groups tab, toggle the group in the "Active" column to deactivate it. A deactivated group will show a gray toggle with an "x."


 

Permanently Delete a Group:
 

1. In the Groups tab, click the trash can icon next to the group you want to delete.
2. Confirm the deletion by clicking the icon again.