Adding Users to Groups

You can add users to groups to manage their access levels collectively. For example, if you have a number of users who need access to an app connection you configured (such as Hubspot or Slack), you can create a group and add those users in one go. Learn more about Directory User Groups.

Steps: 

1. In your directory, in the Users tab, select one or more users whom you want to add to a group. 
2. Above the list, expand the Actions dropdown and select Add to group. 
3. In the modal that opens, perform one of the following actions 

• • If the group where you want to add the selected users already exists, select it from the dropdown and click Add. 
  • If you want to create a new group for the selected users, from the dropdown, select Create group and enter the group name. Click Add.