mirror of
https://github.com/documenso/documenso.git
synced 2026-07-26 01:45:08 +10:00
Lucas Smith
151 lines
3.6 KiB
Plaintext
151 lines
3.6 KiB
Plaintext
---
|
|
title: Groups
|
|
description: Learn how to manage your team's global preferences.
|
|
---
|
|
|
|
import { Callout } from 'fumadocs-ui/components/callout';
|
|
import { Step, Steps } from 'fumadocs-ui/components/steps';
|
|
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
|
|
|
|
## Overview
|
|
|
|
Organisation groups lets you manage users across your organisation efficiently. Instead of assigning users to teams one by one, groups allow you to manage access at scale with consistent permissions.
|
|
|
|
## Key Benefits
|
|
|
|
<Tabs items={['Instant Access', 'Bulk Operations', 'Role Consistency', 'Audit Trail']}>
|
|
<Tab value="Instant Access">
|
|
|
|
New hires get immediate, appropriate access across all relevant teams.
|
|
|
|
</Tab>
|
|
<Tab value="Bulk Operations">
|
|
|
|
Remove an entire group (e.g. a departing contractor team) and all members lose access simultaneously.
|
|
|
|
</Tab>
|
|
<Tab value="Role Consistency">
|
|
|
|
The same role is applied consistently across teams. Avoid accidentally giving admin access when member access was intended.
|
|
|
|
</Tab>
|
|
<Tab value="Audit Trail">
|
|
|
|
Easily track which groups have access to which teams.
|
|
|
|
</Tab>
|
|
</Tabs>
|
|
|
|
## Example: Legal Compliance Team
|
|
|
|
A legal team needs access across **Sales**, **Marketing**, **HR**, and **Operations**. Instead of adding each person to every team:
|
|
|
|
{/* prettier-ignore */}
|
|
<Steps>
|
|
<Step>
|
|
### Create the group
|
|
|
|
Create a **Legal Compliance** group with **Member** organisation role.
|
|
|
|
</Step>
|
|
<Step>
|
|
### Add members
|
|
|
|
Add legal team members to the group.
|
|
|
|
</Step>
|
|
<Step>
|
|
### Assign to teams
|
|
|
|
Assign the group to the required teams.
|
|
|
|
</Step>
|
|
</Steps>
|
|
|
|
<Callout type="info">
|
|
When someone joins, add them to the group and they will get access to all assigned teams. When
|
|
they leave, remove them and access is revoked everywhere.
|
|
</Callout>
|
|
|
|
## Getting Started
|
|
|
|
Go to the **Groups** section in your organisation settings.
|
|
|
|
### Role Types
|
|
|
|
<Tabs items={['Organisation Role', 'Team Role']}>
|
|
<Tab value="Organisation Role">
|
|
|
|
A global role for all members of the group. Set to **Organisation Member** in most cases, otherwise members get access to all teams by default.
|
|
|
|
</Tab>
|
|
<Tab value="Team Role">
|
|
|
|
The team role you select when assigning the group to a team (e.g. Member, Manager).
|
|
|
|
</Tab>
|
|
</Tabs>
|
|
|
|
### Create a Group
|
|
|
|
{/* prettier-ignore */}
|
|
<Steps>
|
|
<Step>
|
|
### Name the group
|
|
|
|
Give it a descriptive name (e.g. "Legal Compliance").
|
|
|
|
</Step>
|
|
<Step>
|
|
### Set organisation role
|
|
|
|
Define the default role for group members.
|
|
|
|
</Step>
|
|
<Step>
|
|
### Add members
|
|
|
|
Include organisation members in the group.
|
|
|
|
</Step>
|
|
</Steps>
|
|
|
|
|
|
|
|
### Assign a Group to a Team
|
|
|
|
{/* prettier-ignore */}
|
|
<Steps>
|
|
<Step>
|
|
### Open team settings
|
|
|
|
Go to the team and click **Settings** > **Groups** tab.
|
|
|
|
</Step>
|
|
<Step>
|
|
### Add the group
|
|
|
|
Click **Add groups** and select the group. Members are automatically added to the team.
|
|
|
|
</Step>
|
|
</Steps>
|
|
|
|
|
|
|
|
### Manage Groups
|
|
|
|
Click **Manage** on a group to view which teams it's assigned to and edit its settings.
|
|
|
|
|
|
|
|
## What's Next?
|
|
|
|
- [Create Your First Team](/docs/users/organisations/create-team)
|
|
- [Document Preferences](/docs/users/organisations/preferences/document)
|
|
|
|
## See Also
|
|
|
|
- [Team Members](/docs/users/organisations/members) - Manage individual team members and roles
|
|
- [Create a Team](/docs/users/organisations/create-team) - Set up a new team in your organisation
|
|
- [Document Preferences](/docs/users/organisations/preferences/document) - Manage default document settings
|