Groups let you organize people and share selected Workshop items with a team, department, or client organization. A group can include apps, agents, workflows, and supported artifacts.
Open Groups
Open your workspace.
Select Groups from the Workspace menu.
Use the search box or one of these views to find a group:
All Groups: Groups you are allowed to see in the organization.
My Groups: Groups you own.
Groups I'm In: Groups where you are a member.
Each group card shows its owner, member count, shared-item count, and your relationship to the group.
Create a group
On the Groups page, select Create Group.
Enter a group name and an optional description.
Select the people who should be members.
Add the Workshop items that should be available to the group.
Review the details, then create the group.
A person must already have access to the same organization as the group before you can add them. Invite the person and assign their organization role first if they do not appear in the member list.
Edit members and shared items
Find the group and open its actions menu.
Select Edit Group.
Use Details to update the name, description, or members.
Use Shared Items to update what the group can access.
Save the group.
Within Shared Items, Selected shows the items already shared with the group. Use Browse All to search and add other available items. Removing an item from Selected removes that group's access when you save.
How group sharing works
Group members can find items shared with their groups under the Workshop's shared-items view.
The item owner keeps ownership. Sharing with a group does not transfer ownership.
Removing a member removes the access they received through that group. The person may still have access through another group or another sharing setting.
Groups share Workshop content, not another user's connection credentials. Each person connects their own external account where a connection requires user authorization.
Permissions
What you can do depends on your role and assigned permissions:
Create Groups lets you create a group in an organization you can access.
Manage Groups lets you edit group details and membership for organizations you can access.
Share with Groups lets you add and remove Workshop items for groups you can access.
A group owner can manage their own group. An administrator can also use custom roles to grant group permissions to other people.
Troubleshooting
A person is missing from the member list: Confirm that the person has already been invited to, and has a role in, the same organization as the group.
Create Group or Edit Group is unavailable: Ask an administrator to check your group permissions and organization access.
An item is missing from Browse All: Confirm that you can access the item and have permission to share it with groups.
A member cannot find a shared item: Confirm that the item is listed under Selected, save the group again, and check whether the member is signed into the correct organization.