Custom User Groups

Custom user groups enable you to create groups of users and use them to control access to private projects. These groups simplify permission management and ensure only the right people can view and interact with your restricted content.

Although SSO groups are not managed through this mechanism, they will appear in the Group Access section of your project access settings if the SSO add-on is enabled. See the final section below for more details.

To manage your user groups, navigate to your Dashboard and select Members. Click the Manage User Groups button to open the user groups modal. This modal displays all existing groups and allows you to:

  • Rename groups
  • Delete groups

To add a new group:

  1. Click Add Group
  2. Enter a group name (up to 40 characters)
  3. Submit the form

✅ A success message will appear, and your new group will be listed with the others.

Once a group is created, you can assign users to it from the Members page.

To add members:

  1. Navigate to Dashboard → Members
  2. Use filters or change the table view length to locate users
  3. Select the users you want to add
  4. From the Actions dropdown (top-left), choose Add to Group
  5. In the modal that appears, search for and select the desired group

⚠️ Note: You must create a group before you can add users to it.

Using Customer User Groups to Control Access

User Groups Management Modal

Controlling Access with Custom User Groups

Once groups and their members are set up, you can use them to manage access to private projects.

To do this:

  1. Go to the Projects page
  2. Locate a private project
  3. Click the Access button (lock icon) under the project name

On the Access page, you’ll find two key sections:

User Access

User Access

  • Click Add next to a user to grant access
  • Click Remove to revoke access
  • Use the Bulk Upload tool to import users via a CSV of email addresses

Group Access

Group Access

  • Add or remove groups just like individual users
  • If SSO is enabled, you’ll see SSO groups listed in the format:
    • SSO Users / Group Name (specific SSO group)
    • SSO Users (all SSO-authenticated users)