Create User Groups 

Creating a user group is a great way to streamline permission management and provide users with the most relevant workspace connectors. By grouping users based on department, role, or project needs, you can efficiently control access to specific data sources and integrations, ensuring the right people have the right tools at their fingertips. User groups also make it simple to onboard new users, implement company policies, and adapt quickly to organizational changes, all while reducing administrative overhead for workspace admins. 

What is a User Group

A user group is a set of users with shared access to selected workspace connectors. For example:

• A Sales group might have access to Salesforce, Slack, and Google Drive.
• An Engineering group might have access to Jira, Confluence, and GitHub.

Users only see results from connectors assigned to their group. If a user is in multiple groups, they’ll see results from all connectors across all groups they belong to.

By default, all new users are placed in a group called Everyone. This default group can include any workspace connectors meant to be shared across the entire organization.

How to Create User Groups

Note: User groups are always editable, so you can always change users and connectors later on.

1. From your GoSearch dashboard, navigate to Settings in the left-hand menu.
2. Select User groups. Here, you can view existing user groups and their statuses.
3. To create a new user group, click Create group. 
4. Enter a group name, an optional description, and click the Next: Assign members button.
5. Then select all the users you want as part of your group. You can filter by Role to make searching easier. 
6. Then click the Next: Assign workspace connectors button.
7. Then select all the workspace connectors you want as part of your group. Click the Next: Review & confirm button.
   1. If a workspace connector isn’t available to add to that group, but it is a workspace connector GoSearch offers, follow the instructions found in Workspace Connectors before moving on.
8. At this page you’ll be asked to review your previous selection of team users and connectors. Once reviewed, click the Confirm button. 

A banner at the top should say Group creation complete to indicate that your group is created. You can also always go to User groups to view existing user groups.

How to Edit User Groups

To edit an existing user group, click the ellipsis button to the right of the group name. 

1. To add users,
   1. Click Assign members and select any users you want to select or deselect. Then click Save. 
   2. You should get a Group members assigned successfully notification at the top to indicate that your edits have been saved.
2. To edit connectors,
   1. Click View group, click on the Workspace connectors tab, and click Assign connectors. 
   2. Select any workspace connectors you want to select or deselect for that user group. Then click the Save button. 
   3. You should get a Group connectors assigned successfully notification at the top to indicate that your edits have been saved.
3. To edit the user group name or description,
   1. Click View group, followed by Edit group. 
   2. Then change the name and optional description to your liking and click Edit. 
   3. You should get a Group updated successfully notification at the top to indicate that your edits have been saved.
4. To delete a user group,
   1. Click Delete. Click the Delete button again to confirm your choice. 
   2. At this point, you will no longer see the user group listed.

Your user groups are now updated. If you need further assistance, please consult the GoSearch Help Center or Chat with Us.