Create groups and subgroups

Groups and subgroups allow you to designate certain groups of users where you can share content easily and automatically and mange/filter license allocation in your user management page.

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Create a group

To create groups, click on your team name and select "create group".


Create a subgroup

To create subgroups, click on your team name and select "create group".


Assign users to a group


Changing a primary group

Enterprise level accounts can set primary groups for users by specifying a group name in the Primary Group column of the CSV file. Each user can only have one primary group. You can also leave a cell blank in the Primary Group column to set the user's primary group to be the default group (the account). If you are unfamiliar with primary groups, visit our Group-based User Management Tutorial to learn more.


Share with a team, group, or subgroup

Any document, template, or folder can be shared with a team, group, or subgroup. This makes it easy for content management so once a user is part of a group, they can have access to all content that is shared with that particular group.