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Organization Admin permissions are required to manage user groups.
User groups let you manage permissions for multiple users at once instead of configuring each user individually.
Groups page showing a list of user groups with their name, label, member count, and group ID

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Creating user groups

User groups can also be created through the API and some SCIM integrations.
  1. Navigate to Settings > Groups.
  2. Click New Group.
  3. Enter a Name for the group. You can also add a description.
  4. Click Save to create the group.
After the group is created, you’ll be redirected to the group’s Members tab where you can add users.

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Managing group members

Users can be added to and removed from groups manually, through the API or some SCIM integrations.

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Adding users to groups

A user’s group membership is also available as the omni_user_groups user attribute, which can be used for data-level permissioning.
  1. Navigate to Settings > Groups.
  2. Click the group you want to work with.
  3. In the group’s Members tab, click Add Members.
  4. Search for and select users in the modal, then click Add.

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Viewing a user’s group memberships

To view all the groups that a user is a member of, use the Groups tab in the user’s settings.

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Removing users from groups

When a user is removed from a group, they lose any permissions that were granted through that group. Users can be re-added as group members if needed.
  1. Navigate to Settings > Groups.
  2. Click the group you want to work with.
  3. In the group’s Members tab, locate the user you want to remove.
  4. Click Remove from group.

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Assigning permissions to groups

Access to connections, models, and content can be granted to an entire user group at once. Connection roles are assigned per-connection in the connection’s settings, while content access is granted by sharing documents and folders directly with the group.

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Assigning connection roles

  1. Navigate to Settings > Connections and open the connection you want to work with.
  2. Click the Permissions tab and scroll to Connection Roles.
  3. In the Groups view, locate the group you want to grant permissions to.
  4. Use the Access dropdown to change the group’s role. If custom roles are defined, they will display as options in the dropdown.
Connection Roles section showing groups listed with their model, access level dropdown, and member count

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Assigning content roles

To grant access to documents and folders, share the content with the group. See Content sharing for details.

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Deleting user groups

Deleting a user group is not reversible. Group members will lose any connection roles and content access that were granted through the group.
  1. Navigate to Settings > Groups.
  2. Click the icon in the user group’s row.
  3. When prompted, click Yes, Delete to confirm.
You can also delete a group by opening its Settings tab and clicking the Delete button.

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Next steps

  • Custom roles - Define custom role variations to assign to groups
  • Content sharing - Learn how to share documents and folders with users and groups
  • Permissions - Understand how connection roles and permissions work