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Custom User Groups

Learn how to create custom user groups to control access to private projects.

Custom user groups enable you to create groups of users and then use those groups to control access to private projects.

Although SSO groups are not managed through this mechanism they do appear in the project access controls alongside user groups, read more in the final section of this page.

Creating, Renaming or Deleting a User Group

  • To create a custom user group, go to the Members page from your Dashboard menu and click the button titled “Manage User Groups”, you will be presented with a modal that lists existing groups and enables you to rename or delete groups.
  • To add a new group:
    • Click the “Add Group” button.
    • When you add a group, you simply need to give it a name, limited to 40 characters, and submit.
    • After adding it you will see a success message and it will be listed with any other groups you have.

Managing Members of a Custom User Group

  • Once a group is created, you can assign users to it from the Members page.

    To add members:

    1. Navigate to Dashboard → Members.
    2. Use filters or change the table view length to locate users.
    3. Select the users you want to add.
    4. From the Actions dropdown (top-left), choose Add to Group.
    5. In the modal that appears, search for and select the desired group.

    ⚠️ Note: You must create a group before you can add users to it.

 

Using Customer User Groups to Control Access

User Groups Management Modal

Once groups and their members are set up, you can use them to manage access to private projects.

To do this:

  1. Go to the Projects page from the Dashboard menu.
  2. Locate a private project.
  3. Click the Access button (lock icon) under the project name.

On the Access page, you’ll find two key sections:

User Access

  • Click Add next to a user to grant access.
  • Click Remove to revoke access.
  • Use the Bulk Upload tool to import users via a CSV of email addresses.

Group Access and SSO

  • Add or remove groups just like individual users.
  • If SSO is enabled, you’ll see SSO groups listed in the format:
    • SSO Users / Group Name (specific SSO group).
    • SSO Users (all SSO-authenticated users) - adding this group gives all SSO Users access to the project.