In short
A user group is a collection of users and is used to grant access to several people at once.
A company group is a collection of companies.
You can grant access to individual users or entire user groups.
You don’t need to add the same person both as an individual user and via a user group – one of the two is enough.
Step by step: Create a company group
1. Go to Settings & Admin
Click Group under Settings & Admin in the menu on the left.
2. Click “Add group”
The button is located at the top of the company group overview.
3. Fill in information
Enter the desired name for the company group.
Select the companies to include in the group.
Add users and/or user groups who should have access.
💡 Tip: If you have a list or an Excel file with company names to add, you can paste the entire list into the company selector by clicking the file icon to the right of the dropdown menu.
4. Save the group
Click Save when all information is filled in.
💡 Tip: You can also create a company group directly from the company overview. Go to Company under Settings & Admin, check one or more companies, and click Create new company group. The content and access management of the group can then be edited the same way as usual.
