Create groups and assign team access

Bundle members into groups so team access stays consistent as people join and leave.

1. Open Groups

   Open Organisation Settings and select Groups.

   Open organisation groups.

2. Create a group

   Select Create group and enter a descriptive name.

   Name the group by function and team.

3. Set the group role

   Select the organisation role applied to group members.

   Assign the correct organisation role.

4. Add members

   Add active members and create the group.

   Add the intended active members.

5. Attach the group to a team

   Open the target team, select Groups, and choose Add groups.

   Connect the organisation group to a team.

6. Verify access

   Assign the group and verify the resulting team access.

   Verify inherited team access.

   Result: Group members inherit the intended team access.