Creating and Managing Groups
Learn how to create and manage groups to share content with your team and clients.
As an MSP Admin, you can create and manage groups for your own tenant and for your end-customer tenants. This allows you to control who can see and share content within your organization and with your clients.
How To Create a Group
From your MSP Admin Dashboard, navigate to the to the tenant you would like to create a group for
Select the "Group" tab.
Click the "Create Group" button.
This will open a new window where you will be prompted to name the group and add users.
For your own tenant: You can add any user from your organization.
For a client tenant: You can select the client's tenant and add their users to the group.
Select the "Create Group" button.
5. This will open a new window where you will be prompted to name the group and add users. When complete click "Create Group"
For your own tenant: You can add any user from your organization.
For a client tenant: You can select the client's tenant and add their users to the group.
6. Select Workshop Items to add to the group. Please note - this feature is currently only available for agents, and can be skipped.
7. View the newly created group in that tenant's layout!
User Role | Permissions |
Workshop User | Cannot publish any content. |
General User | Can publish to groups they are a member of. |
Client Admin | Can publish to all groups within their tenant. |
Viewing Content Shared with Your Groups
When content is shared with a group you are a member of, you will see it in the "Shared with me" tab. The name of the group will be visible, so you know who the content was shared with.
You can add or remove users from a group at any time from the MSP Admin Dashboard.