Groups

This section displays a table of the organization's member groups, along with a button to create new groups. When an organization has many members, organizing them into groups based on various criteria can greatly simplify tasks such as assigning resource access permissions.

Only individual members can own resources (such as data sources or projects). Groups cannot be resource owners.

The table shows the name of each group and the number of members it contains.

A menu in the header of each column allows you to sort, filter, hide, or display attributes.

Another menu , available when hovering over a group, gives access to options to edit or delete the group.

Creating a group

To create a group:

1. Click Create a group.

2. Enter a name for the group (between 2 and 250 characters), then click Create. Group names must be unique within the organization. The new group will then appear in the table.

Editing a group

You can edit a group's name and its composition (i.e., add or remove members):

1. Hover over the group's name, click the menu, and select Edit.

2. To change the group’s name, enter the new name and click to save or to cancel.

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 directly.

4. Once the members are selected, click to include the members. The members will be listed with their name, email, and role.

5. To remove members, check the boxes next to the members you wish to remove, then click .

Deleting a group

To delete a group:

1. Click the menu next to the group name.

2. Select Delete.

3. Confirm the deletion when prompted.

Deleting a group does not remove the individual members from the organization. They remain active and retain access based on their roles and permissions.