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Create groups

Learn how to create groups in your organization via the web app.

Why create groups?

As your organization scales, managing document access on an individual user level can become very taxing. To address this problem, you can create groups to organize your users into teams, such as a "Managers" group and a "Users" group. This is a great way to provide template and inspection access.

What you'll need

Create a group

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Click Add section button within TrainingCreate group on the upper-right corner of the page.

  4. In the pop-up window, enter the group name and select the users you want to add. You can always come back later to add users to the group.

  5. Click Create group.

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