Manage user groups from the admin dashboard

User groups are a great way to communicate with multiple members at once and to easily assign members to roles, permissions and channels. 

At a workspace level, owners and admins can allow other members to create, disable or modify user groups, as well as create @admin and @owner user groups to easily notify all of the admins and owners in a workspace or organisation.

In an Enterprise organisation with multiple workspaces, org admins and owners can create and manage org-level groups to provision members across multiple workspaces.

Set user group permissions

Pro and Business+ subscriptions

Enterprise subscriptions

  1. From your desktop, click   Admin in the sidebar.
  2. Select Workspace settings from the menu, then click 
      Roles & permissions.
  3. From the Account types page, click the   three dots icon next to Create and edit user groups
  4. Click Edit permission, choose who can create and edit user groups, then click Save

Org level

Org owners and org admins can set an org policy to manage user group permissions for every workspace in their org.

  1. From your desktop, click your organisation name in the sidebar.
  2. Select Tools & settings from the menu, then click Organisation settings.
  3. Click   Roles & permissions in the left sidebar.
  4. From the Account types page, click the  three dots icon next to Create and edit user groups.
  5. Click Edit permission, choose who can create and edit user groups, then click Save

Workspace level

If an org policy hasn’t been set, workspace owners and admins can set user group permissions for workspaces that they manage.

  1. From your desktop, click your organisation name in the sidebar.
  2. Hover over Tools & settings, then click Workspace settings. (If you manage more than one workspace, choose one from the drop-down menu.)
  3. Click   Roles & permissions in the left sidebar.
  4. From the Account types page, click the   three dots icon next to Create and edit user groups
  5. Click Edit permission, choose who can take the action, then click Save

 

Manage workspace-level user groups

Workspace owners and admins can create and edit user groups directly from the admin dashboard, as well as update the default channels that those groups are joined to.

Add a workspace user group 

Pro and Business+ subscriptions

Enterprise subscriptions

  1. From your desktop, click   Admin in the sidebar. 
  2. Click Workplace settings
  3. Click   People in the left sidebar, then click User groups.
  4. Click Edit user groups, then click Create new group.
  5. Add a name and a unique handle. If you want, add a description and default channels for members to be added to. Then, click Create group.
  6. Add members that you want to be part of the group, then click Invite.
  1. From your desktop, click your organisation name in the sidebar.
  2. Hover over Tools & settings, then click Workspace settings. If you have multiple workspaces, choose one from the drop-down menu and click Open.
  3. Cick   People in the left sidebar, then click User groups.
  4. Click Edit user groups, then click Create new group.
  5. Add a name and a unique handle. If you want, add a description and default channels for members to be added to. Then, click Create group.
  6. Add members that you want to be part of the group, then click Invite.

Note: Workspace-level user groups can’t be accessed from other workspaces in your organisation.

 

Edit workspace user groups

Pro and Business+ subscriptions

Enterprise subscriptions

  1. From your desktop, click   Admin in the sidebar. 
  2. Click Workplace settings.
  3. Click   People in the left sidebar, then click User groups.
  4. Click Edit user groups, then hover over the group that you want to edit.
  5. Click the   cog icon to change the name, handle or default channels, or click the  people icon to add or remove members.
  6. Make your changes, then click on Save.
  1. From your desktop, click your organisation name in the sidebar.
  2. Hover over Tools & settings, then click Workspace settings. If you have multiple workspaces, choose one from the drop-down menu and click Open.
  3. Click   People in the left sidebar, then click User groups.
  4. Click Edit user groups, then hover over the group that you want to edit.
  5. Click the   cog icon to change the name, handle or default channels, or click the   people icon to add or remove members.
  6. Make your changes, then click on Save.

 

Manage org-level user groups

Owners and admins in Enterprise organisations can create org-level groups from the admin dashboard and use them to assign roles, permissions and workspace membership. These groups can only be managed in the dashboard and can’t combined with IDP groups. 

Edit org-level user groups 

  1. From your desktop, click your organisation name in the sidebar.
  2. Hover over Tools & settings, then click Organisation settings.
  3. Click   People in the left sidebar, then click Groups.
  4. Click the   three dots icon next to the group that you want to manage.
  5. In the menu, choose whether you want to Edit group details, such as group name or description, Add members or Remove members
  6. Make your changes, then click Save.

 

Manage workspace membership 

  1. From your desktop, click your organisation name in the sidebar.
  2. Hover over Tools & settings, then click Organisation settings.
  3. Click   People in the left sidebar, then click Groups.
  4. Click the   three dots icon next to the group that you want to manage.
  5. Click Connect workspaces, then tick or untick the box next to the workspaces that you want the group to be joined to.
  6. Click Next, then select which workspaces you want to have mandatory membership.
  7. Click Assign workspaces.

 

Manage channel membership 

  1. From your desktop, click your organisation name in the sidebar.
  2. Hover over Tools & settings, then click Organisation settings.
  3. Click   People, then click Groups.
  4. Click the three dots icon next to the group that you want to manage.
  5. For user groups connected to at least one workspace, you’ll have the option to click Connect channels. If you can’t see this option, add the group to a workspace.
  6. Tick or untick the box next to the channels that you want the group to join.
  7. Click Add channels.

Tip: Use the search bar in the top right-hand side of the selection screen to filter the list of channels. 

Who can use this feature?