User guideGroup management
Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management. You can use these groups to assign workflow steps, share flows, and more. IAM Admins can assign one or more roles to a group, which will be shared with other members of the group.
Creating a group
Go to Account administration > Group management and click New group to build a new user group. Give a name for the group and select the users in the pop-up box that appears. You can also add groups youโve already created as part of your current group and add any roles to the group if necessary. When you are finished, click Create to create the group.
Editing and deleting a group
Click the Edit button (
) to modify the details of an existing group. Only the User Admin has permission to add or remove new members to the group. Click the Delete button (
) to delete the group permanently.
Note:
IAM admins can also delete a group apart from the Super Admins and User Admins.
Identifying groups the user is a part of
You can view the set of groups a user is a part of by scrolling to the Groups field in the User management section. As mentioned before, a group can inherit another group.
The Everyone group
Every Kissflow account comes with a system-generated group called Everyone. All current users are automatically added as members. When you add new users, they are automatically added to the Everyone group. Users cannot be removed from this group, and this group cannot be edited or deleted. To share a flow with the entire organization, share it with the Everyone group. Roles cannot be shared with the Everyone group.
Adding roles to a group
If you are an IAM Admin, you have the ability to assign roles to a group. The roles you assign will be automatically shared with all the users in that group. Additionally, any subgroups that are part of the main group will also inherit these roles, giving their users access to them as well. To add roles to a group,
Select the group to which you want to add roles.
Choose the roles that you would like to assign to that group.
Click Done once you have chosen the roles. The user will have access to direct and inherited roles, if any, from any of the subgroups as long as they belong to this group.
Managing roles in a group
As an Identity and Access Management (IAM) administrator, you have the ability to remove roles that have been assigned to a particular group. It's important to note that removing roles will affect all members of the group, including those who belong to any subgroups within the group. To remove roles, click Edit button (), remove the respective role(s), and click Modify to save the changes.
