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

# Manage Groups

> Organize users, bots, and personas into workspace-specific groups

## 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.

## 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.

<CardGroup cols={2}>
  <Card title="Workspace Scoped" icon="building">
    Every group is created inside a workspace, so teams and training resources stay organized by workspace.
  </Card>

  <Card title="Shared Access" icon="users">
    Users in a group can work with the bots and personas assigned to that group.
  </Card>

  <Card title="Multiple Memberships" icon="layer-group">
    Users, bots, and personas can be assigned to multiple groups when responsibilities overlap.
  </Card>

  <Card title="Central Management" icon="sliders">
    Manage users, bots, personas, group names, and deletion from the same Groups table.
  </Card>
</CardGroup>

## Open Groups

<Steps>
  <Step title="Open Settings">
    Open **Settings**.
  </Step>

  <Step title="Go to Tenant Settings">
    Select **Tenant Settings**.
  </Step>

  <Step title="Open Groups">
    Select **Groups**.
  </Step>

  <Step title="Review the Table">
    The Groups table shows each group's name, users, bots, personas, workspace, and actions.
  </Step>
</Steps>

## 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.

<Note>
  Add and remove controls are available in the expanded row. The collapsed row is for scanning the group at a glance.
</Note>

## Create a Group

<Steps>
  <Step title="Click Create Group">
    From the Groups page, click **Create Group**.
  </Step>

  <Step title="Select a Workspace">
    Choose the workspace where the group should live.
  </Step>

  <Step title="Enter a Group Name">
    Enter a clear group name, such as "Sales Team", "Support Team", "Account Executives", "New Hires", or "Managers".
  </Step>

  <Step title="Create the Group">
    Click **Create**. The group is created immediately, and you can then expand it to assign users, bots, and personas.
  </Step>
</Steps>

<Tip>
  Pick the workspace first. The group name field and Create button stay disabled until a workspace and group name are set.
</Tip>

## Rename a Group

<Steps>
  <Step title="Start Editing">
    Double-click the group name in the table.
  </Step>

  <Step title="Update the Name">
    Edit the name inline.
  </Step>

  <Step title="Save or Cancel">
    Press **Enter** or click the check icon to save. Press **Escape** or click the X icon to cancel.
  </Step>
</Steps>

## Assign Users

<Steps>
  <Step title="Expand the Group">
    Click the chevron next to the group you want to update.
  </Step>

  <Step title="Open Add a User">
    In the **Users** section, open the **Add a user** dropdown.
  </Step>

  <Step title="Find a User">
    Search by name or email, then select the user to add them to the group.
  </Step>
</Steps>

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**.

<Tip>
  A user can belong to multiple groups, so you do not need to remove them from one group before adding them to another.
</Tip>

## Assign Bots

<Steps>
  <Step title="Expand the Group">
    Click the chevron next to the group you want to update.
  </Step>

  <Step title="Open Add a Bot">
    In the **Bots** section, open the **Add a bot** dropdown.
  </Step>

  <Step title="Find a Bot">
    Search for the bot, use the group filter if needed, then select the bot to add it to the group.
  </Step>
</Steps>

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.

## Assign Personas

<Steps>
  <Step title="Expand the Group">
    Click the chevron next to the group you want to update.
  </Step>

  <Step title="Open Add a Persona">
    In the **Personas** section, open the **Add a persona** dropdown.
  </Step>

  <Step title="Find a Persona">
    Search by persona name, job title, or industry, then select the persona to add it to the group.
  </Step>
</Steps>

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**.

## 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.

<Warning>
  Removing a bot or persona from a group can remove access for users who only had that bot or persona through this group.
</Warning>

## Delete a Group

<Steps>
  <Step title="Find the Group">
    Locate the group in the table.
  </Step>

  <Step title="Open Delete">
    Hover over the row and click the trash icon in the actions column.
  </Step>

  <Step title="Confirm Deletion">
    In the confirmation dialog, click **Delete**.
  </Step>
</Steps>

<Warning>
  Deleting a group cannot be undone. Users, bots, and personas are not deleted, but their membership in the deleted group is removed.
</Warning>

## Best Practices

<CardGroup cols={2}>
  <Card title="Name by Purpose" icon="lightbulb">
    Use names that explain why the group exists, such as a role, program, region, or training need.
  </Card>

  <Card title="Keep Workspaces Clean" icon="building">
    Create groups in the workspace where the users and training resources are managed.
  </Card>

  <Card title="Use Multiple Groups" icon="layer-group">
    Add people to multiple groups when they need access to resources from more than one team or program.
  </Card>

  <Card title="Review Memberships" icon="calendar-check">
    Regularly audit users, bots, and personas so group access stays accurate.
  </Card>
</CardGroup>