Groups

This section displays a table of member groups and provides a button for creating new groups. When an organization has many members, grouping them according to specific criteria simplifies permission management, among other things.

Only individual members can own resources such as data sources or projects. Groups cannot own resources.

The table displays each group’s name and the number of members it contains.

A menu in each column header allows you to sort, filter, pin, hide, or display table attributes. Another menu, displayed when hovering over a group, gives access to the edit and delete options.

Creating a Group

1. Click Create Group.

2. Enter the group name (between 2 and 250 characters), then click Create.

The group name must be unique within the organization.

The group then appears in the table.

Editing a Group

You can modify a group's name and its composition (add or remove members):

1. Hover over the group name, click the contextual menu, then select Edit.

2. To change the group name, enter the new name, then click Save to confirm or Cancel to discard.

3. To add a member, use the Member name or email field to select a member from the dropdown list, or type their name or email address directly.

4. Once the members are selected, click Add to include them. They will appear in the list with their name, email, and role.

5. To remove one or more members, check the boxes to the left of their names, then click Remove .

Deleting a Group

1. Open the contextual menu for the group.

2. Select Delete.

3. Confirm the deletion in the message that appears.

Deleting a group does not affect its members, who remain active in the organization.