Creating Groups to Organize Members

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

This article explains what Groups are, how to add the Group column, and how to use Groups 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 directly on the Manage Members page.

How to add the Group column?

By default the Groups column is hidden, but can be made visible if needed.

1. Log in to your Optery for Business organization.
2. Select the Manage Members page.
3. Select the Manage Columns icon to the far right in the header row.
4. Select Group.

How to Add a Group to a Member

1. Log in to your Optery for Business organization.
2. Select the Manage Members page.
3. In the Groups column, select the field for the member you would like to update.
4. Start typing the group name:
5. • 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.
5. Press Enter or click the group to assign it.

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

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 Group 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 Group 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.

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 Group 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: 24/09/2026