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 user group
1. Go to the group overview
Click Group under Settings & Admin in the menu on the left.
Switch to the User tab at the top of the page.
2. Click “Add group”
Click Add group at the top of the overview.
3. Fill in information
Enter a name for the user group.
Select which users should be included.
Click Save to create the group.
💡 Tip: You can also create a user group directly from the user list. Go to User under Settings & Admin, check one or more users, and click Create new user group. Remember that a group must always contain at least one user.
