How to create and manage user groups within your team

Introducing the ultimate feature to help you with team management: User Groups 🎉

This functionality allows you to group your team members into specific roles, access levels, etc., optimizing approval workflows where designated user groups can be assigned to review content in just a few clicks! 

In this guide, we'll talk about the steps on how to create, manage, and effectively utilize user groups in approval workflows. 👤

• How to create and add team members to user groups
• How to manage user groups
• Assigning user groups to approval workflows

🎥 Video Guide

How to create and add team members to user groups

1. To create a user group, go to Settings > Team Members.

2. Find the user you want to add to a group and hover to the action menu on the far right. Then, click Edit. 

3. Once the user's team member settings is open, click Continue then scroll down until you see User role. Start typing to add a new user group, or click on the dropdown to select an existing one.  

4. Don't forget to hit Save once you're done! 🎉

How to manage user groups

1. On Settings > Team Members, hover to the action menu of a user on the far right. Then, click Edit.

2. Click on the gear icon next to the user role bar to manage your user groups.

3. Here, you can add, edit, and remove user groups. 

4. When you go to your settings, you can also filter users per profile group and/or user group.

Assigning user groups to approval workflows

You can assign users groups as approvers in your approval workflow, so you won't have to manually add each team member to a step. 

1. Under your Publishing Settings, go to Approval Workflows.

2. Hover to the workflow you wish to edit and click the action menu on the far right. Then, click Edit.

3. Once the workflow settings is open, go to the step you wish to assign a user group to then click on the dropdown to select and add one.

4. Don't forget to hit Save workflow afterwards! 

Related readings:

Adding users and setting up permissions

Changing user permissions in your organization

Creating Post Approval Workflows

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