Who Is This For?
System Administrators – creating users, organizing groups, and maintaining access
QA Administrators – reviewing access for compliance and training
People/Training Coordinators – assigning training via groups
How to Do It?
Step 1: Create a new group
Create a group to manage shared permissions for a set of users.
Go to Settings > Groups.
Click New Group in the top bar.
Enter the group name.
Click Save.
💡Tip: Use clear, scoped names (e.g., “QA—Document Approvers” or “Manufacturing—Training Viewers”).
Step 2: Add members to a group
Give users the same access and responsibilities assigned to the group.
Find the group using in-list search or sort by column headers.
Select the group.
Click Add Member from the top bar.
Search for the user (or group) name.
Click Add.
💡Tip: Add groups to other groups to mirror organizational hierarchies when appropriate.
Step 3: Remove a group member
Restrict access when someone no longer belongs to the group.
Find the group using search or sort.
Select the group.
Locate the member via search/sort.
Click the Trashbin (Delete) icon for that member.
❗ Compliance reminder: Remove access immediately when roles change or users depart.
Step 4: Rename a group
Keep names consistent with org changes.
Find the group using search or sort.
Select the group.
Click the three vertical dots next to the group name and choose Edit.
Enter the new group name.
Click Save.
📝 Note: Renaming does not change existing memberships or permissions.
Step 5: Delete a group
Remove a group that’s no longer needed.
Find the group using search or sort.
Select the group.
Click the three vertical dots next to the group name and choose Delete.
❗ Warning: Deleting a group permanently removes its membership and any access the group provided. Review dependencies first and document the change per your QMS.
Tips
💡 Follow least-privilege: assign only the roles and permissions required for the job.
💡 Use groups for anything that should scale (permissions, training) and limit one-off user overrides.
💡 Review users and groups periodically (e.g., quarterly) to maintain compliance and remove unused access.
What’s Next?