User Groups allow you to assign workflows and workflow steps to multiple people at once, making it easier to manage team responsibilities and ensure the right people are notified.
What are Groups?
Groups are collections of users that help you:
Organize users by team, department, or role.
Assign workflows or workflow steps to multiple users simultaneously.
Simplify coordination when multiple users need to be assigned to an action.
Creating a Group
📌 Note: Only users with the Owner or Manager role can create and edit Groups.
Go to Settings > Account > Groups
Click +New button
Enter a Name for the Group
Add a Description (optional)
Select users from the dropdown to add them to the Group
Click Save to create the Group
Assigning Groups to Workflow Steps
Once a group is created, it can be assigned to any workflow step just like an individual user. Steps assigned to a group display a group icon (multiple people) instead of the single-user icon, making it easy to see which steps are shared among multiple users. The group icon appears wherever step ownership is displayed.
🔍 Tip: You can also assign a Group as the Default Assignee in a workflow template.
Notifications
All members of a group receive notifications for key workflow events, including:
Step assignment
Workflow start
Step becoming next up
Workflow cancellation or restart
This keeps every group member informed and able to act promptly.
Managing Groups
Edit a group at any time to add or remove members.
Archive or delete groups that are no longer needed.