Groups

Organize users into functional groups for managing permissions and access control across your organization.

Admin/Owner Access Required

Only Organization Owners and Admins can create and manage groups, unless delegated through Preferences.

What are Groups?

Groups are permission-based collections of users that control access to specific features and functionality. Unlike Teams which organize users for workflow management, Groups are used to restrict who can perform certain actions like submitting orders or creating vendors.

Create a Group

1. Navigate to Organization > Groups.
2. Click + New Group.
3. Enter a Group Name.
4. Add users to the group (now or later).
5. Click Save.

Manage Group Members

Add Members to a Group

1. Navigate to Organization > Groups.
2. Select the group from the list.
3. In the group details panel, click Add Members.
4. Search for and select users to add.
5. Click Add.

Remove Members from a Group

1. Navigate to Organization > Groups.
2. Select the group from the list.
3. In the group details panel, find the member to remove.
4. Click the Remove icon next to the member's name.
5. Confirm the removal.

Group Permissions

Groups are used to control access to specific features through Preferences:

• Order Submission: Restrict which groups can submit orders
• Vendor Creation: Restrict which groups can create vendors

Default Behavior

By default, all users can submit orders and create vendors. Groups allow you to restrict these actions to specific sets of users.

Group Managers

Organization Owners and Admins can delegate group management to a group without granting full administrative access.

To assign Group Managers, see Preferences > Group Management.

Delete a Group

1. Navigate to Organization > Groups.
2. Select the group to delete.
3. Click Delete Group.
4. Confirm the deletion.

caution

Deleting a group will remove any permission restrictions associated with that group. Ensure affected users have alternative access before deleting.

Groups vs. Teams

Feature	Groups	Teams
Purpose	Permission and access control	Workflow organization and collaboration
Use Case	Restrict who can submit orders, create vendors	Organize users hierarchically, assign work
Structure	Flat membership	Hierarchical with parent-child relationships
Permissions	Controls access to specific features	Associated with workflows and projects

tip

Use Groups for permission management and Teams for workflow organization. They work together to give you flexible control over your organization.