Overview
Steps
Click the user avatar → select Manage Workspace.
Navigate to Organizations → select your organization.
Open Access Management → User Groups.
Click Create User Group and provide a group name and description.
Add users to the group.
Assign one or more roles to the User Group.
Save the User Group.
Managing User Groups
View all User Groups within the organization.
Add or remove users from a group.
Assign or update roles mapped to the group.
Review which users and roles are associated with a group.
Update group membership without modifying roles or Permission Sets.
Best Practices
Organize User Groups around teams, departments, or functions.
Avoid creating groups for individual users.
Keep group names consistent and easy to understand.
Review group membership regularly to maintain least-privilege access.
Use User Groups as the primary method for role assignment.