From fdafca5c521badf18b089a62322fdb56c6b4c765 Mon Sep 17 00:00:00 2001 From: Tim Roes Date: Wed, 4 Mar 2026 16:40:24 +0100 Subject: [PATCH 1/3] WIP --- docs.json | 1 + user-groups.mdx | 57 +++++++++++++++++++++++++++++++++++++++++++++++++ 2 files changed, 58 insertions(+) create mode 100644 user-groups.mdx diff --git a/docs.json b/docs.json index f63b48a..c08291a 100644 --- a/docs.json +++ b/docs.json @@ -613,6 +613,7 @@ "workspaces", "invite-collaborators", "manage-members", + "user-groups", "granular-permissions", "comment" ] diff --git a/user-groups.mdx b/user-groups.mdx new file mode 100644 index 0000000..c985229 --- /dev/null +++ b/user-groups.mdx @@ -0,0 +1,57 @@ +--- +title: "User Groups" +description: "Create groups to manage workspace and form access for multiple team members at once." +sidebarTitle: "User Groups" +icon: "users" +--- + +User Groups let admins bundle team members together and grant them workspace or form access all at once. Instead of assigning permissions to each member individually, you can manage access for an entire group in one place. + + + User Groups are available on the **Team** and **Enterprise** plans. Learn more about the [Team plan](/team-plan). + + +## Create a group + + + + From your dashboard, click your `Account name` in the upper left corner and select `Settings`. Then, switch to the **Groups** tab. + + + Click `+ New group` and give the group a name. + + + Add team members to the group. Any permissions assigned to the group will apply to all its members. + + + +## Assign permissions to a group + +Groups can have **Use** or **Edit** permissions on workspaces or individual forms, apps, or databases within a workspace. + +- **Use** – Members can view results but cannot edit forms. +- **Edit** – Members can edit forms and view results. + +To assign permissions, open the group's settings and select `+ Select workspace` or choose a specific form. Then pick the access level. + + + If a user has permissions from multiple sources (e.g., directly and via a group), the highest permission always wins. For example, if a group grants **Use** access but the user was individually granted **Edit** access, they'll have **Edit** access. + + +## View group access on a workspace or form + +Groups with access to a workspace or form are shown alongside individual members in the sharing and collaboration interfaces, so you always have a clear view of who has access. + +## Related articles + + + + Set member access levels and restrict integration accounts. + + + Add, remove, and update team members. + + + Organize forms in folders and control user access. + + From 98c1f2144f499959eae9da61ea7b1616cab3b856 Mon Sep 17 00:00:00 2001 From: Tim Roes Date: Wed, 4 Mar 2026 17:48:04 +0100 Subject: [PATCH 2/3] Improve docs --- user-groups.mdx | 16 ++++++---------- 1 file changed, 6 insertions(+), 10 deletions(-) diff --git a/user-groups.mdx b/user-groups.mdx index c985229..1c32ef0 100644 --- a/user-groups.mdx +++ b/user-groups.mdx @@ -20,8 +20,8 @@ User Groups let admins bundle team members together and grant them workspace or Click `+ New group` and give the group a name. - - Add team members to the group. Any permissions assigned to the group will apply to all its members. + + Using the dropdown menu on each group you can manage their members or change the permissions of this group. @@ -29,19 +29,15 @@ User Groups let admins bundle team members together and grant them workspace or Groups can have **Use** or **Edit** permissions on workspaces or individual forms, apps, or databases within a workspace. -- **Use** – Members can view results but cannot edit forms. -- **Edit** – Members can edit forms and view results. +- **Use** – Members can view forms and their results and use apps but aren't able to edit them. +- **Edit** – Members can edit and remove forms, apps, and databases. -To assign permissions, open the group's settings and select `+ Select workspace` or choose a specific form. Then pick the access level. +If a user has permissions from multiple sources (e.g., directly and via a group), the highest permission always wins. For example, if a group grants **Use** access but the user was individually granted **Edit** access, they'll have **Edit** access. - If a user has permissions from multiple sources (e.g., directly and via a group), the highest permission always wins. For example, if a group grants **Use** access but the user was individually granted **Edit** access, they'll have **Edit** access. + **Use** permissions are currently not implemented on databases. If a user only has **Use** permissions for a database, it will not show up for them. -## View group access on a workspace or form - -Groups with access to a workspace or form are shown alongside individual members in the sharing and collaboration interfaces, so you always have a clear view of who has access. - ## Related articles From 0d11840686645d55d2c1bd675751315158142f2a Mon Sep 17 00:00:00 2001 From: Tim Roes Date: Wed, 4 Mar 2026 17:58:49 +0100 Subject: [PATCH 3/3] Less confusing wording --- user-groups.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/user-groups.mdx b/user-groups.mdx index 1c32ef0..03feb3d 100644 --- a/user-groups.mdx +++ b/user-groups.mdx @@ -21,7 +21,7 @@ User Groups let admins bundle team members together and grant them workspace or Click `+ New group` and give the group a name. - Using the dropdown menu on each group you can manage their members or change the permissions of this group. + Using the dropdown menu on a group you can manage members or change the permissions of this group.