> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gradial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Groups

> Organize members into role-based and custom groups that can be @-mentioned, assigned as approvers, and assigned to workspaces to grant access — manage teams as a unit, not person by person.

User Groups let you address a team as a single unit. Mention an entire squad on a ticket, assign a whole team as an approver, or give the same people access to several workspaces at once — instead of handling five people one at a time and hoping you didn't miss anyone.

***

## Group Types

### Default role groups

Gradial automatically maintains a group for each role at both the organization and workspace level:

| Scope | Default groups |
| - | - |
| **Organization** | Owners, Admins, Brand Managers, Designers, Members, Viewers |
| **Workspace** | Owners, Admins, Members, Viewers |

Membership in these groups is computed from role assignments and workspace access, and stays in sync automatically — when someone's role changes, their default group membership follows. Default role groups are read-only: use them to see or select the people in a role, not to grant a role. Their membership can't be edited directly.

### Custom groups

Org owners and admins can build reusable groups of organization members that mirror how your team actually works — squads, regional teams, agency partners, launch teams.

Custom groups are the best choice when **the same people need access to several workspaces**. Assign a group to one or more standard workspaces, or leave it unassigned until you need it.

***

## Granting Workspace Access with Groups

Assigning a custom group to a workspace gives its eligible members **Workspace Member** access. A group assignment does not grant Workspace Admin, Owner, or Viewer access, and it does not change anyone's organization role.

Group-based access is *effective* Member access — it doesn't create a direct workspace-membership record for each person. Access takes effect **immediately** when a group is assigned, so review the group's membership before assigning it.

### When a group changes

| Change | Effect |
| - | - |
| **Adding a person to a group** | Grants the group's workspace access immediately, for as long as they remain an organization member |
| **Removing a person, or detaching a group from a workspace** | Removes only that group-based path. Direct access, public workspace visibility, or Organization Owner/Admin access can still apply |
| **Deleting a custom group** | Removes the group and its workspace assignments. Does **not** remove anyone from the organization |
| **Removing someone from the organization** | Removes them from custom groups and from group-granted workspace access. Re-adding them to the organization does not restore their former group memberships |

<Warning>
  Removing someone's direct workspace membership is not a permanent block. If they're still in a custom group assigned to that workspace — or are added to one later — they keep or regain Member access. See [How Access Paths Combine](/docs/integrations-administration-and-setup/managing-access/roles#how-access-paths-combine).
</Warning>

***

## Managing Groups

Groups are managed from **Organization Settings → People → Groups**.

The Groups tab provides:

* Tabs and filters by scope, type, and member
* Inline member editing for custom groups
* Create and edit dialogs for building new groups

**To create a custom group:**

1. Go to **Organization Settings → People → Groups**
2. Click to create a new group
3. Give the group a name and, optionally, a description
4. Add at least one current organization member
5. Optionally assign the group to one or more workspaces
6. Save

Group lifecycle and membership changes are audit-logged.

***

## Group Mentions

Groups appear in the **@** mention picker anywhere mentions work. Mentioning a group notifies every member of the group who has access to the ticket, in one action — the author is excluded from their own mention's notifications.

> *"@Web Squad — can you review the updated hero copy on the summer campaign pages before Friday?"*

Because default role groups stay in sync with roles, mentions like **@Admins** or **@Designers** always reach the current set of people in that role — the mention never goes stale as the team changes.

See [Mentions](/docs/platform/mentions) for how the mention picker works.

***

## Group Approvers

Workspace-scoped groups can be assigned as a ticket's **approver**. Any member of the group can complete the approval, so reviews never wait on one person's availability.

Group approvers are supported everywhere individual approvers are: ticket creation, editing, bulk operations, filters, and Excel upload.

<Info>
  Removing a legacy workspace-scoped group from its workspace can set affected Task approvers to **No approver**. Restoring the group's scope does not restore those approver assignments automatically, so reassign approvers after the change.
</Info>

***

## Permissions

| Action | Who can do it |
| - | - |
| View groups | All organization members |
| Create, edit, and delete custom groups | Org owners and admins |
| Edit group membership | Org owners and admins (custom groups only) |
| Assign a custom group to a workspace | Org owners and admins |

Only people who can manage organization settings — normally Organization Owners and Admins — can create, edit, delete, or assign custom groups.

***

## Limitations

* **Default role groups are read-only** — membership is synced from roles and can't be edited directly.
* **Group assignments grant Member access only** — use a direct workspace role for Admin or Viewer access.
* **Same-organization only** — a custom group can contain only members of its own organization, and can be assigned only to active standard workspaces in that organization. Admin workspaces can't have group assignments.
* **Only workspace-scoped groups can be approvers** — org-scoped groups can be mentioned but not assigned as ticket approvers.

***

## Related

* [Roles & Permissions →](/docs/integrations-administration-and-setup/managing-access/roles) — the role model that powers default groups
* [Adding Team Members →](/docs/integrations-administration-and-setup/managing-access/manage-team-members) — inviting users and configuring access
* [Mentions →](/docs/platform/mentions) — the @ picker where groups appear

***

## Availability

**Access:** Must be enabled for your organization. Contact your Gradial team to get access.


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