Groups & Permissions

Roles vs. groups

Every member has a fixed role — org admin or member — which sets a baseline. Groups add specific permissions on top, for people who need more than their role gives them without a full admin promotion: a group can grant just "manage billing" to Finance, or just "manage integrations" to whoever owns IT, without those people getting access to everything else an admin can do.

How to create a group

1. Go to Groups & Permissions and create a new group
2. Tick the specific permissions it should carry from the full list
3. Open Members and assign the group to whoever needs it — a member can belong to several groups at once