This article explains how administrators create, edit, and manage groups from the Groups workspace. It covers group creation, membership management, activation status, and governance rules related to group configuration.
All actions described in this article are performed within the Group Editor or the Groups dashboard.
how to create a group
Admins can create new groups to organize users based on access, collaboration, or governance needs.
To create a new group:
1. Click the + NEW GROUP button.
The Groups Editor will open.
2. Enter a Name.
3. Select a Group Type:
- Internal Users
- External Users
- Partner Managed
4. Enter a Description.
5. Assign a Tag.
6. Click CREATE.
The new group appears in the Groups table.
8 STEPS
1. To create a new group, click the NEW GROUP button.
2. The Group Editor opens.
3. Enter a Name.
4. Then choose a Group Type: Internal Users, External Users, or Partner Managed.
5. Enter a Description.
6. Assign Tags.
7. Click CREATE.
The new group will appear in the Groups table.
8. Your new group is ready to use.
Here's an interactive tutorial
https://www.iorad.com/player/2694732/access---how-to-create-a-group?iframeHash=watchsteps-1&lang=en
how to edit a group
After a group is created, only certain fields can be modified, depending on the group type. Editable fields
- Group Membership: Users can be added or removed.
-
Group Name: Can be edited only for the following group types:
- Internal
- External
- Partner Managed
- Description: Cannot be edited after creation.
Non-editable fields
- Group Type: Cannot be changed after creation.
- Group Name (Partner Owned groups): Cannot be edited because this is managed by the account that owns the group.
To edit group membership:
1. In the Name column, locate the group to edit.
2. Click the group name.
The Group Editor opens.
3. Update the User and Integration Users assignments as needed.
4. Click SAVE.
Changes are applied immediately and reflected in the Groups table.
4 STEPS
1. To edit group membership, locate the group in the Name column.
2. Click the group name.
3. The Group Editor will open.
Update the Description or User and Integration User assignments as needed.
4. Your changes are applied immediately and reflected in the Groups table.
You’ve successfully updated the group membership.
Here's an interactive tutorial
https://www.iorad.com/player/2694760/access---how-to-edit-a-group?iframeHash=watchsteps-1&lang=en
how to assign users to a group
Users can be assigned to one or more groups from the Users list within the Group Editor. To assign users:
1. In the Users list, select one or more users to add.
2. Click the ADD button.
The selected users move to the Assignees list, confirming the assignment.
4 STEPS
1. To assign users to a group, open the Users list in the Group Editor.
2. Then, click the ADD button.
3. The selected users move to the Assignees list, confirming the assignment.
4. The users are now assigned to the group.
Here's an interactive tutorial
https://www.iorad.com/player/2694767/access----how-to-assign-users-to-a-group?iframeHash=watchsteps-1&lang=en
In Partner Managed groups, users cannot be added or removed. Membership is controlled by the manager tenant through their corresponding Partner Owned group.
how to assign integration users to a group
Integration users can be assigned to one or more groups from the Integration Users list within the Group Editor. To assign users:
1. In the Integration Users list, select one or more users to add.
2. Click the ADD button.
The selected users move to the Assignees list, confirming the assignment.
4 STEPS
1. To assign integration users to a group, select one or more users from the Integration Users list in the Group Editor.
2. Click the ADD button.
3. The users will move to the Assignees list, confirming the assignment.
4. The integration users have been successfully added to the group.
Here's an interactive tutorial
https://www.iorad.com/player/2694791/access---how-to-assign-integration-users-to-a-group?iframeHash=watchsteps-1&lang=en
how to remove users and integration users from a group
To remove user assignments:
1. In the Assignees list, select one or more users who are part of the group.
2. Click the REMOVE button.
The users return to the Users list.
3. Click SAVE.
4 STEPS
1. To remove users from a group, open the Assignees list in the Group Editor.
Select one or more users who are currently assigned to the group.
2. Then, click the REMOVE button.
3. The users will return to the original list.
4. The users have been removed from the group.
Here's an interactive tutorial
https://www.iorad.com/player/2694797/access----how-to-remove-users-and-integration-users-from-a-group?iframeHash=watchsteps-1&lang=en
In Partner Managed groups, users cannot be added or removed. Membership is managed by the manager account through the corresponding Partner Owned group.
how to deactivate a group
Deactivating a group removes it from active use without deleting the record. To deactivate a group:
1. In the Name column, locate the group to deactivate.
2. Click the group name.
The Group Editor opens.
3. Click Deactivate Group.
4. In the confirmation pop-up, click YES, DEACTIVATE GROUP.
The group is hidden from the Groups table and is no longer available for active assignment.
5 STEPS
1. To deactivate a group, locate the group in the Name column.
2. Click the group name.
3. Next, click Deactivate Group.
4. Click YES, DEACTIVATE GROUP.
The group is removed from active use and hidden from the Groups table.
5. The group is now deactivated.
Here's an interactive tutorial
https://www.iorad.com/player/2694825/access---how-to-deactivate-a-group?iframeHash=watchsteps-1&lang=en
Partner Owned groups cannot be deactivated by the account that manages their members. These groups are automatically deactivated when the corresponding Partner Managed group is deactivated by the owning account.
how to activate a group
Previously deactivated groups can be reactivated at any time. To activate a group:
1. Click the filter button 
.
2. In Column, select Active.
3. In Operator, select is.
4. In Value, enter No.
5. In the Name column, click the group name.
The Group Editor opens.
6. Click Reactivate Group.
7. In the confirmation pop-up, click YES, REACTIVATE GROUP.
The group reappears in the Groups table and becomes available for use.
7 STEPS
1. To activate a group, start by clicking the Filter button.
2. In Column, select Active.
In Operator, select Is.
Then, in Value, enter No to display inactive groups.
3. Next, locate the group in the Name column and click the group name.
4. The Group Editor will open.
5. Click Reactivate Group
6. Click YES, REACTIVATE GROUP.
The group will reappear in the Groups table and become available for use.
7. The group has been successfully reactivated.
Here's an interactive tutorial
https://www.iorad.com/player/2694848/access---how-to-activate-a-group?iframeHash=watchsteps-1&lang=en
Newly created groups are set to active by default.
Partner Owned groups cannot be deactivated by the account that manages their membership. They are automatically deactivated when the corresponding Partner Managed group is deactivated by the owning account.
