Angelica A
Angelica A
  • Updated
INCLUDED IN
This feature is included in our Enterprise plan, and available as a paid add-on in our Business plan. 

Groups in Oneflow

Groups allow you to manage access for multiple users at once. Instead of assigning roles individually, you can grant an entire group access at the account, organizational unit, or workspace level

EXAMPLE
For example, suppose you have a big sales team, and everyone in that team should have access to Workspace X with the role of Workspace Manager and Workspace Y with the role of Contributor.

In that case, rather than granting access to both workspaces for every user individually you can grant a group access to a workspace.

How to create a group

  1. Go to Admin > Groups.
  2. Click on Create a group > Enter group name > Confirm.
Create a group.gif

How to add members to a group

  1. Go to Admin > Groups.
  2. Click the action menu > View members > Add members.
  3. Confirm.
add members.gif

Grant group access

Once you've created a group and added members, you can assign a role to the entire group instead of managing access for each user individually.

You can grant group access at three different levels, depending on where you want the permissions to apply:

  • Account level: Grant the group access across the entire account, including all organizational units and workspaces.
  • Organizational unit level: Grant the group access to a specific organizational unit, including any sub-organizational units and connected workspaces.
  • Workspace level: Grant the group access to one or more specific workspaces.

Grant access to a group

  1. Go to Admin > Groups.
  2. Click the action menu > View access.
  3. Click Grant access > select an access type (for example, Workspace), then select a role.
  4. Click Grant access again to confirm.
grouuups.gif

IMPORTANT
The level where you assign a role determines where its permissions apply. Access granted to an organizational unit also applies to everything below it in the hierarchy, but not to parent units or other organizational units.

Make sure to select a role with the appropriate permissions for the access level.

You can also grant account and/or workspace access to multiple groups at once.

🔗 Click here to read more about: Roles and permissions in Oneflow

 

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