Applies to

Brandfolder
  • Brandfolder

Capabilities

Who can use this capability

  • Owner
  • Admin

User groups

The user groups feature allows Admins to manage many users across all resources. You can define more detailed roles for your users and manage users in bulk.

Who can use this?

Plans:

  • Brandfolder

Permissions:

  • Owner
  • Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

User groups help you manage users in bulk. You can add the marketing team user group to the specific resources they need instead of adding each individual user. 

Set up user groups

Only users that are already users of any resource in the organization can be added to a user group. 

  1. In a Brandfolder, navigate to Settings > Bulk Management > User Groups.
  2. Input a group description and a group name, then select Create Group.
  3. In the add users to group field, search for the user's name or enter email addresses. You can also copy and paste a list of users into the field.  
  4. Toggle on Send an email invitation if necessary. 
  5. Select Add Users.

You can edit the group to add/remove users at any time. 

Manage user groups 

After creating the group, select Return to user group to return to the User Group management page.

On the User Group page, admins will see a list of groups they can manage. Brandfolder-level admin users will see all groups shared across the organization. The list includes the name, date, number of members, and a red delete button. 

The delete button will delete the user group and remove all group members and permissions. This action can not be undone. 

Edit a user group

If you want additional information on a specific group, select the group name from the list. Now you can view and add resource permissions to the group, view group members, invite and remove users, and edit group details. 

To edit a group name or description, select Edit user group.

Add and remove resource permissions for a group

The permission table shows the resource name, resource type, date created, permissions level, and remove button.

  1. On the group's page, select the Permissions tab
  2. Select Brandfolders, Collections, Subcollections, Workspaces, Brandguides, and Portals the group will have access to from the Resource dropdown.
  3. Designate if they will be an Admin, Collaborator, or Guest from the Permission level dropdown.
  4. Add a personal message (optional).
  5. If you want the users to receive an email notification, toggle on Send an email invitation, then select Add permissions.  

If you select Send an email invitation when adding a permission, users will be notified via email about what resources they have been added to and their permission level. 

Remove users from a group

You can remove users from a group by selecting the Remove button next to their information. Removing a user from a group will revoke any permissions granted via the group. Individual permissions granted will stay.

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