User Groups

User Groups help you control who can view, edit, or access diagrams, perfect for large organisations. In this guide, we’ll show you how to create a group, add and remove users from the group, delete a group, restrict projects, change user group access types, and view accessible projects.

Create a Group and Add Users

Note: Only Organisation Admin can create a user group. Diagram Editors can also add individual users to groups.

Step 1: On the left-side panel, click Settings > Company Settings.

Step 2: Go to User Groups Menu.

Step 3: Click + Group.

Step 4: In the pop-up, enter a Group Name. Then, click on +Add to add users to the group.

Step 5: In the Select Users pop-up, select the Users you wish to add to the group. Click Add. Users are organised by role and can be selected from the dropdown. You can also search for a user in the top search bar by name.

Step 6: The selected users and their user role will now appear in the group you have created. Click Save.

User Role Priority

If you would like a user belonging to a user group to have different access to the group’s default, you can assign them individual permissions within the project. For example, Nicole F. Yutankin has been assigned as a diagram editor within the software, she is a member of the “Test Group,” which only has Viewer access to the Dinosaur Park Project.

To give Nicole her assigned access role instead, go to Add > User, then select Nicole F, adding her to the project as a user outside the group. From here, individual access takes priority over group access.

How does it work if a user is in a group and then assigned individually? The individual access takes priority.