Using Groups to Organize Members

Groups allow B2B Admins to categorize and organize members directly from the Manage Members table. This makes it easier to segment teams, assign responsibilities, and keep your workspace organized.

This article explains what Groups are, how they work, and how to use them effectively.

What Are Groups?

Groups are labels you can assign to members to organize them into meaningful categories.

Examples include:

• “HR”
• “Security Team”
• “Contractors”

Each member can have one Group, and you can edit them inline directly from the Members table.

Where Groups Appear

A new Groups column is available in the Manage Members table. By default is hidden, but you can make it visible as needed.

For each member, you will see:

• A tag representing the Group assigned to that member
• Or an “Add Group” prompt if no Groups are assigned yet

You can click directly on the Groups field to add, edit, or remove tags.

How to Add a Group to a Member

1. Go to Manage Members in your Organization account.
2. In the Groups column, click on the field for the member you want to update.
3. Start typing the group name:

• • If the group already exists, you will see it in the autocomplete list.
  • If the group does not exist, typing a new name will create it automatically.

4. Press Enter or click the group to assign it.

The new Group will be applied immediately.

How to Edit a Group for a Member

You can rename a Group only for the specific member you are editing.

To edit:

1. Click the member’s Groups field.
2. Change the text and press Enter.

Important:

Editing a tag does not rename it for other members. The update applies only to the selected member, allowing more flexibility and personalized labeling.

If the edited tag results in a new name that has never been used, it will be added as a new Group to the organization’s list.

How to Remove a Group from a Member

To remove a Group from a specific member:

1. Click the Groups field for that member.
2. Edit the tag and delete its text, or remove it directly from the list.
3. Press Enter.

If that Group was used only by this member, it will automatically disappear from the autocomplete list.

Autocomplete Behavior

The Groups autocomplete list includes all existing Groups created.

The list updates in real time:

• Creating a new Group adds it to the list immediately
• Renaming a Group for a member creates a new entry in the list
• Removing a Group from the last remaining member removes it entirely

Only currently existing Groups appear.

Sorting and Column Options

The Groups column supports:

• Sorting (ascending/descending)
• Hiding the column
• Restoring it using the “+” column selector in the table header

These options work the same as other columns in the Manage Members table.

FAQ

Can I assign multiple Groups to the same member?

No, members can have only one group at the same time.

Does editing a Group rename it for everyone?

No. Editing a Group only affects the member you are currently modifying.

What happens if I remove a Group from its last member?

The Group automatically disappears from the autocomplete list since it no longer exists in the organization.

Can I create a new Group from the table?

Yes. Just type a new name in the Groups field and press Enter. The Group will be created instantly.

Do Groups affect permissions or access?

No. Groups are used for organization and management only.

Updated on: 16/12/2025