User groups help increase the efficiency of a project and Style Guide by assigning the right people to the right job. You can set up groups based on departments, functions, or other commonalities and assign several team members to various projects at once.
To create a group, first access the user management overview page by either clicking on your profile picture on the bottom left > “Usage Overview”. Or, by clicking on the users and storage bars on the bottom left, and switch to the “Groups” tab.
On the group overview page, you can either create new groups or view and manage existing ones. Here, you will find basic information such as name and group types, be able to view each group’s accessibility and their assigned targets.
If you want to create a new group, you’ll find the respective button on the right end of the tabs bar. Click on it, enter a group name, and optionally map the group for SSO purposes (we’ll come to that in a bit) before creating it.
To modify the details of a user group, simply click on the cogwheel to the right of the respective user group.
There are a few ways to add or remove users in a group. In the “Groups” tab, you can add members to a group by clicking on the “Calculate” button. The first click will show the number of users included in the group. When you click on the button for a second time, the existing users will be shown. Here, you can add new users by clicking the “Add” button, or remove existing ones.
Alternatively, you can also switch to the “User” tab, and add or remove a single user by clicking on the group icon at the end of a user row, and toggle the respective groups on or off.
As you might know, Frontify also offers the possibility to use Single Sign-On (SSO). You can combine SSO with user groups by adding an attribute to the existing SSO configuration. Read this article to learn more about it.
Creating user groups enables you to efficiently allocate users to Style Guides and projects. If you’re interested in this feature, please contact your dedicated Customer Success Manager.