How to Create and Manage User Groups in Streamline

Organizing your users into groups is an effective way to streamline collaboration and access management within your platform. This guide will walk you through the process of creating, managing, and editing user groups, as well as adding and removing users from those groups.

Step 1: Create a New User Group

To start, navigate to the User Groups section of the platform. Here, you’ll see a list of all the existing user groups.

To create a new group, follow these steps:

1. Click on the New Group button in the top-right corner or the centre.
   
    

  2. Give your group a name and, if desired, add a description. Once you've entered the details, click Create to finalize your new group.
 

Note: You can also choose to add yourself to the group by clicking the toggle button, which can be turned on or off.
 

Your new user group is now created and ready to be populated with users.

Step 2: Add Users to a Group

After creating a group, you can add users to it. Here’s how:

Click on the Add Users button in the group view.
 

Make your selections by choosing users from the list and then clicking Save. 

Step 3: Edit Group Name

If you need to edit the name of an existing group, click the pencil icon next to the group’s name. Change the name as needed and hit Save to update it.

Step 4: Add Users to a Group from the User List

Another way to add users to a group is from the Users screen:

1. Go to the Users tab, where you will see a list of all users.
   
    
2. Select the users you want to add to a group. 
   
    
3. Once selected, a series of options will appear above the user list. Choose either Create Group or Add to Group. Select an existing group or create a new group as needed. Your selected users will be added to the chosen group.

Note: You can add users to multiple groups, and the platform will show a reference or "chip" of which group each user belongs to.

Step 5: Remove a User from a Group

If you need to remove a user from a group, there are a couple of ways to do it:

• From the Group Screen: Navigate to the Group Screen, click Edit, and you will see a list of members. Simply select the user you want to remove and click Remove from Group.
   
• From the User Screen: You can also remove users from a group directly from the Users Screen by clicking the ellipsis next to their name and selecting Delete. However, be cautious, as deleting a user from this screen will remove them from the platform entirely.

Step 6: Manage Groups in Your Projects and Workflows

Once you’ve created and organized your user groups, you can incorporate them into your projects and workflows. Groups help streamline team management, ensuring that the right people have access to the appropriate resources within the platform.

Additional Tips for Group Management:

• Multiple Groups: Users can be added to multiple groups. This is useful if users need access to different sets of data or workflows within the platform.
   
• Notifications: When you update or modify user groups, you will receive a notification confirming the action was completed successfully.