Managing user groups | Civio Engage Knowledge Base [Skip to content](#main) [ ![Civio Engage Knowledge Base](/civio-light.svg) ](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io) [Product documentation](/articles) [Release notes](/releases) [Roadmap](/roadmap) [ Support portal ](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io/portal/login) Toggle navigation [Product documentation](/articles) [Release notes](/releases) [Roadmap](/roadmap) [Support portal](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io/portal/login) 1. [Home](/) › 2. [Product documentation](/articles) › 3. [User management](/articles?category=5) › 4. Managing user groups Managing user groups ==================== Updated 1 week ago · 4 min read Search Search A user group is a named collection of user accounts. Once a group exists, you can choose it in a project's access settings or as the recipient of an email, instead of picking people one at a time. This article covers creating groups, adding people and looking after them. #### Before you begin The **User groups** page is available to users with the Administrator role. Other roles will not see it under **People**. What a user group is -------------------- A group can hold any user, whether they are staff or a member of the public. It is a different thing from the following: - **Teams** give their members a role and scope access to the team's projects. See [Understanding and Managing Teams](/articles/11792463455375-Understanding-and-Managing-Teams). - **User types** (**Public member**, **Content manager** and **Team member**) describe the kind of access an account has. They are set by the account's roles, not chosen. - **Stakeholder groups** in SRM collect stakeholder records, not user accounts. See [Stakeholder groups](/articles/groups). Create a user group ------------------- 1. In the left-hand menu, click **People**, then **User groups**. 2. Click the round **+** button at the top right of the screen. 3. Enter a **Title**. 4. Enter a **Summary**, one line saying what the group is for. 5. Optionally, add a **Description**. 6. Click **Save**. The **User groups** list shows each group's title, summary, number of members and when it was last updated. ![The User groups list under People, with the Group, Summary, Members and Last updated columns and the round plus button at the top right outlined.](https://engage.knowledge.civ.io/storage/X3AAoXm2zQOBVXXOTPgD4TIdwkl1pke41qGUkiYO.png) ![The create user group form, with the Title, Summary and Description fields filled in for an example group.](https://engage.knowledge.civ.io/storage/nYY6JYj5o2oify8903x232ll374cSqGU8quCigL7.png) Add people to a user group -------------------------- You can add several people at once from the **Users** list, or add one person to groups from the **Groups** field on their **Edit** form. 1. In the left-hand menu, click **People**, then **Users**. 2. Tick the box beside each person you want to add. You can do this on any tab: **All users**, **Public members**, **Content managers** or **Team members**. To include everyone matching your current search and filters, click **Select all** results. 3. Click **Add to group** in the bar that appears above the list. 4. In the **Groups** field, start typing and choose one or more groups. 5. Click **Save**. A message tells you how many users were added. ![The Add to group window opened from the Users list, with five users selected and a group chosen in the Groups field.](https://engage.knowledge.civ.io/storage/oRrqf5ZT9xrbHBAlSK8cgjvUtVREKQPlm3Vwtses.png) The same **Add to group** action appears on the **Members** tab of a team or a user group. To see which groups one person belongs to, open them from the **Users** list and click the **View** tab. Their groups are listed under **User groups** in the **Access** card. Look after a user group ----------------------- Click a group in the **User groups** list to open it. It has three tabs, plus a **More...** menu: - **View**: the group's summary and description, its member count, and its author and dates. A **View all members** link opens the **Members** tab. - **Edit**: change the **Title**, **Summary** or **Description**, then click **Save**. - **Members**: everyone in the group, with their email, roles, teams, access and when they were last active. Search by name or email, or use **Filters** and **Columns**. The **Teams** column and the **Add to team** action appear when teams are enabled on your site. ### Remove people from a user group 1. Open the group and click the **Members** tab. 2. Tick the box beside each person you want to remove. 3. Click **Remove from group**, then confirm. ![The Members tab of a user group with two members ticked and the Remove from group action showing in the bar above the list.](https://engage.knowledge.civ.io/storage/BBYHwme0zorPLSz94X6DzBJn8DNxDvDdonEcC1mR.png) This takes the person out of this group only. Their account, their other groups, their teams and their roles are not changed. ### Delete a user group Open the group, click **More...**, then **Delete**. Where user groups are used -------------------------- - **Project access.** In a project's restriction settings, choose groups in the **User groups** field to let their members open the project. See [Manage project restriction settings](/articles/9180676913551-Manage-project-restriction-settings) and [How to set up a Private Consultation](/articles/10346889365391-How-to-set-up-a-Private-Consultation). - **Email recipients.** When you build an email, choose groups in the **User groups** field to send to every member. See [Sending emails](/articles/10500015158799-Sending-emails). To create and edit individual users, see [Create and edit users](/articles/9176782341263-Create-and-edit-users). Was this article helpful? ------------------------- Your feedback helps us prioritise what to rewrite. Yes No [ Back to User management ](/articles?category=5) On this page ### Still need help? Raise a request in the support portal and track it to resolution. [ Submit a support request ](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io/portal/login) Submit a support request through the [support portal](/portal) or email . © 2026 [Civio](https://civ.io) [Privacy Policy](/articles/privacy-policy) [Terms of Use](/articles/terms-of-use)