Manage group members in workspaces

After a group is created, Workspace Owners can add users to — or remove users from — the group. This helps you manage any permissions that include the group.

Add users to a group

To add users to a group:

1. In the top right, click your workspace name and select Settings to open the Workspace Settings.
   
2. From the Groups tab, select a group and click Add Members in the Actions dropdown.
   
3. Find the user you’d like to add by searching or scrolling through the list and then check the box next to the user's name.
   You can select to hide existing workspace members to help with searching and filtering for users.
4. Click Add to Group to finish.

Update group memberships in bulk via CSV file

To help save time when you need to add many users to various groups, you can instead update users’ group memberships in bulk using a CSV file.

To update group memberships via CSV file:

1. In the top right, click your workspace name and select Settings to open the Workspace Settings.
   
2. On the Groups tab, click Update Groups.
   
3. Download the CSV template to help you with accurate formatting, and fill it out. If using your own file, make sure that your column headings match the headings in the template.
   • Usernames must already exist in the workspace.
   • Group names must already exist in the workspace.

   Note: The groups that are obtained from the CSV file will replace the users’ current group memberships. Only the All Users group membership will stay the same no matter what groups are listed in the file.

4. A valid CSV file looks like this:
   
5. Upload the file and click Next.
6. Review the list of users and groups that were obtained from the CSV file. Note that the users’ current group memberships will be replaced with the groups obtained from the file.
7. Click Next.
8. Click Upload another file to update more group memberships, or click Finish.

Remove users from a group

To remove users from a group:

1. In the top right, click your workspace name and select Settings to open the Workspace Settings.
   
2. From the Groups tab, select a group.
3. Find the users you’d like to remove by searching or scrolling through the list. Then, check the box next to the user's name.
4. Click Remove Member.
   
5. Confirm that you’d like to remove the user.

What's next?

• Export workspace user details
• Manage support users in workspaces