Create account groups

An account group is a container for multiple accounts that share the same roles. Groups help you:

• Assign and update access for teams or departments at once.
• Keep user management consistent as people join or leave the organization.

You can assign one or more roles to an account group. Every account in that group inherits its permissions and scopes.

Prerequisites

• You are an Administrator or Site Owner.
• You have already created your desired roles.

Create an account group

1. In your site, go to Site settings > Account management > Account groups.
2. Select Create account group.
3. Enter a Name and an optional description.
4. If you have already invited accounts to your site, select the accounts from the list of available accounts.
5. Select the Roles from the list that you want to assign to the account group.
6. Select Create.

Next steps

• Invite new accounts to your site
• Manage roles