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Organization

Groups

Create and manage groups to control access to Custom AI Applications and document folders

Groups bundle people so you can grant access to resources once instead of user by user. Assign the right people to a group, then share Custom AI Applications and document folders with the whole group.

System groups

Two groups are created automatically and cannot be deleted:

GroupMembers
All AdministratorsAutomatically contains every user with the Admin role
All UsersAutomatically contains every active user in the organisation

These groups stay current on their own. Members are added and removed automatically as users are activated, deactivated, or have their roles changed.

Custom groups

Create custom groups (e.g. Sales, Developers) for any subset of your organisation. Only custom groups carry a menu, and only custom groups can be deleted.

Click Create group to add a new one.

Creating and editing a group

Name

Required. Identifies the group across the platform.

Description

Optional (up to 1,024 characters). Describe the group's purpose.

Members

Click Manage members to add or remove users. The member table shows each person's name, email, and whether they are the group creator. Use the menu next to a member to remove them.

Deleting a group

Click Delete group at the bottom of the group settings. This action is permanent and irreversible.

Deleting a group removes all its access grants. Any Custom AI Applications or document folders that were shared exclusively with this group will no longer be accessible to its former members.

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