# Managing Groups

> Source: https://parallelworks.com/docs/organization-admin/managing-groups

# Managing Groups

This page explains how to create, edit, and delete groups on ACTIVATE. Groups are used to assign user permissions, designate cost allocations, and share resources between users.

## Navigating to the Groups Page

From the **Organizations** list, select your organization. In the sidebar, click **Groups**.

The **Groups** page displays the section header "Groups" with the description "Manage groups and their resource allocations."

## Listing Groups

All groups in your organization are listed in a table with the following columns:

- **Group Name** -- clickable link that opens the group edit page
- **Description** -- the group's description
- **Allocation Used** -- the amount of allocation currently consumed by the group
- **Allocation Total** -- the total allocation assigned to the group
- **Members** -- the number of users in the group
- **Created** -- the date the group was created (formatted as MM/DD/YY)
- **Delete** -- a trash icon  to delete the group

Allocation values are formatted with thousand separators for readability.

Use the **Search groups...** field to filter groups by name. The search is case-insensitive.

## Creating a Group

1. On the **Groups** page, click **Add Group** in the top right corner.

2. Enter a **Name** for your group. The name input automatically removes special characters and only allows alphanumeric characters, dashes, and underscores.

3. Optionally, enter a **Description**.

4. Click **Create Group** to submit.

You will be redirected to the groups list on success, where your new group will appear in the table.

## Editing Allocations

You can update allocation totals for all groups at once using batch editing.

1. On the **Groups** page, click **Edit Allocations** in the groups list header.

2. The **Allocation Total** column becomes editable for all groups. Modify values as needed.

3. Click **Save Allocations** to save all changes in a single batch update.

Success or error messages are shown per group to indicate the result of each update.

## Editing a Group

Click a group name in the table to open the group edit page. The edit page has three sections: **Manage Description**, **Manage Roles**, and **Manage Members**.

### Manage Description

Use the text input to update the group's description. Click **Save Description** to save your changes.

### Manage Roles

This section displays four role checkboxes that control what permissions members of the group have within your organization:

- **`org:admin`** -- Full control over an organization
- **`org:settings`** -- Can manage organization settings
- **`org:users`** -- Can create and manage users
- **`org:groups`** -- Can create and manage groups, except groups with the `org:admin` role

Check or uncheck the roles as needed, then click **Save Roles** to apply your changes immediately.

### Manage Members

Use the dropdown search field to find and add organization users to the group. Select a user from the dropdown to add them as a member.

Current group members are displayed in a table with the following columns:

- **Members** -- the member's username
- **Email** -- the member's email address
- **Delete** -- a trash icon  to remove the member from the group

To remove a member, click the trash icon  next to their name. The user will be removed from the group immediately.

:::info About Removing Members
Removing a user from a group only affects their group-based permissions and resource allocations. Their account and their access to ACTIVATE will not be affected.
:::

## Deleting a Group

1. In the groups table, click the trash icon  on the row of the group you want to delete.

2. A confirmation modal will appear: "Are you sure you want to delete this group?"

3. Click **Confirm** to delete the group.