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Groups let you manage access for teams of users instead of assigning permissions one person at a time. When you share an index or agent with a group, every member of that group gets access.

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When to use groups

Groups are useful when:
  • A team of people needs access to the same set of indexes and agents
  • You frequently add or remove users who need the same permissions
  • You want to manage access by department, role, or project rather than per individual

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Creating a group

1

Navigate to groups

Open your workspace settings and go to the groups section.
2

Create a new group

Give the group a descriptive name that reflects its purpose, for example, “Field Engineering Team” or “Sales - West Region.”
3

Add members

Add users to the group by email. Users can belong to multiple groups.

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Assigning group access

Once a group exists, you can share indexes and agents with it:
  • Index access: Go to the index settings and add the group as a Viewer or Admin
  • Agent access: Go to the agent settings and add the group as a Viewer or Admin
All current and future members of the group inherit the assigned permissions.

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Managing group membership

When someone joins or leaves a team:
  • Adding a user to a group immediately grants them access to everything shared with that group
  • Removing a user from a group immediately revokes the group-based access (they keep any individually assigned permissions)
This makes onboarding and offboarding straightforward: add new hires to the right groups, and remove departing employees.

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Example setup

A typical workspace might use groups like:
Name groups by function, not by individual teams. “Field Engineering” is better than “John’s Team.” It stays meaningful as people change roles.