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Docs / Organization & Admin

Groups

Share content with specific teams

With groups, you can restrict content such as assistants within your organization to specific departments or teams. This way, each group sees only what is relevant to it.

What are groups?

Groups bring members of your organization together, for example by department such as Marketing, Legal, or Product. Content such as assistants can then be shared specifically with a group instead of being visible to the entire organization.

Create a group

  1. Go to Settings > User management > Groups
  2. Click + Create group in the top right
  3. Enter a name (max. 50 characters) and optionally a description (max. 150 characters)
  4. Click Create

You are automatically added as an admin of the new group.

Add members

  1. Click a group to open it
  2. Click + Add member
  3. Search for people from your organization and select them
  4. The member is immediately part of the group

Roles and permissions

Role

Can create groups

Sees own groups

Sees all groups

Manages all groups

Member

No

Yes

No

No

Group Admin

Yes

Yes

No

Own only

Admin

Yes

Yes

Yes

Yes

Member: Can join groups and use their content, but cannot create their own groups.

Group Admin: Can create and manage their own groups, add and remove members, and edit the group. Sees only groups where they are a member or admin.

Admin: Has full access to all groups in the organization and can view, edit, and manage every group.

Edit or delete a group

In the group overview or group view, click the ... menu next to a group to edit or delete it.

Tip: Name groups after your internal departments or teams. This makes administration much clearer once multiple groups exist.

Questions?

Our support team is happy to help: [email protected]

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