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Overview

Groups let you manage which users, bots, and personas belong together inside a workspace. Use them to organize teams by function, region, seniority, training program, or any other structure that determines who should work with the same Zell resources.

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How Groups Work

Each group belongs to a workspace. A group can include users, bots, and personas, and each user, bot, or persona can belong to more than one group.

Workspace Scoped

Every group is created inside a workspace, so teams and training resources stay organized by workspace.

Shared Access

Users in a group can work with the bots and personas assigned to that group.

Multiple Memberships

Users, bots, and personas can be assigned to multiple groups when responsibilities overlap.

Central Management

Manage users, bots, personas, group names, and deletion from the same Groups table.

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Open Groups

1

Open Settings

Open Settings.
2

Go to Tenant Settings

Select Tenant Settings.
3

Open Groups

Select Groups.
4

Review the Table

The Groups table shows each group’s name, users, bots, personas, workspace, and actions.

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Read the Groups Table

Collapsed rows show a quick summary of each group:
  • Group Name: The group name.
  • Users: Up to three user avatars, plus a count for additional users.
  • Bots: Up to three bot avatars, plus a count for additional bots.
  • Personas: Up to three persona avatars, plus a count for additional personas.
  • Workspace: The workspace the group belongs to.
Click the chevron at the start of a row to expand it. The expanded view shows separate sections for users, bots, and personas, with controls to add or remove assignments.
Add and remove controls are available in the expanded row. The collapsed row is for scanning the group at a glance.

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Create a Group

1

Click Create Group

From the Groups page, click Create Group.
2

Select a Workspace

Choose the workspace where the group should live.
3

Enter a Group Name

Enter a clear group name, such as “Sales Team”, “Support Team”, “Account Executives”, “New Hires”, or “Managers”.
4

Create the Group

Click Create. The group is created immediately, and you can then expand it to assign users, bots, and personas.
Pick the workspace first. The group name field and Create button stay disabled until a workspace and group name are set.

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Rename a Group

1

Start Editing

Double-click the group name in the table.
2

Update the Name

Edit the name inline.
3

Save or Cancel

Press Enter or click the check icon to save. Press Escape or click the X icon to cancel.

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Assign Users

1

Expand the Group

Click the chevron next to the group you want to update.
2

Open Add a User

In the Users section, open the Add a user dropdown.
3

Find a User

Search by name or email, then select the user to add them to the group.
Users already assigned to the group are not shown in the Add a user dropdown. If every available user is already in the group, the section shows No more users available to add.
A user can belong to multiple groups, so you do not need to remove them from one group before adding them to another.

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Assign Bots

1

Expand the Group

Click the chevron next to the group you want to update.
2

Open Add a Bot

In the Bots section, open the Add a bot dropdown.
3

Find a Bot

Search for the bot, use the group filter if needed, then select the bot to add it to the group.
Bots already assigned to the group are not shown in the Add a bot dropdown. Bot rows include feature badges so you can confirm you are selecting the correct bot.

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Assign Personas

1

Expand the Group

Click the chevron next to the group you want to update.
2

Open Add a Persona

In the Personas section, open the Add a persona dropdown.
3

Find a Persona

Search by persona name, job title, or industry, then select the persona to add it to the group.
Personas already assigned to the group are not shown in the Add a persona dropdown. If every persona is already assigned, the section shows No more personas available to add.

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Remove Assignments

To remove a user, bot, or persona from a group:
  1. Expand the group.
  2. Find the user, bot, or persona in its section.
  3. Hover over the item.
  4. Click the trash icon.
The assignment is removed from the group immediately. The user, bot, or persona itself is not deleted.
Removing a bot or persona from a group can remove access for users who only had that bot or persona through this group.

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Delete a Group

1

Find the Group

Locate the group in the table.
2

Open Delete

Hover over the row and click the trash icon in the actions column.
3

Confirm Deletion

In the confirmation dialog, click Delete.
Deleting a group cannot be undone. Users, bots, and personas are not deleted, but their membership in the deleted group is removed.

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Best Practices

Name by Purpose

Use names that explain why the group exists, such as a role, program, region, or training need.

Keep Workspaces Clean

Create groups in the workspace where the users and training resources are managed.

Use Multiple Groups

Add people to multiple groups when they need access to resources from more than one team or program.

Review Memberships

Regularly audit users, bots, and personas so group access stays accurate.