Create and manage groups

Groups collect organization members who share the same governance. A group can have Model Access, Allowance, and Request Restrictions policies.

Create a group

1. Open Organization Administration → Groups.
2. Select Add group.
3. Enter a name and, optionally, a description.
4. Add active organization members.
5. Assign policies from the group or Policies page.

Add people who share an access need or operational responsibility. A person can belong to more than one group. Group policies contribute to that person’s effective governance alongside organization and direct policies.

Understand group allowances

A group Allowance contributes to each member’s effective allowance; it is not a shared pool. Review usage in each person’s Usage and allowance view.

When a person belongs to several groups, an explicitly selected primary allowance group takes precedence. Without one, Gateway uses the most restrictive applicable group allowance. A direct person allowance takes precedence over group allowances, and the organization default applies when no more specific allowance exists.

Archive a group

Archive a group when it should stop contributing governance. An archived group cannot receive new members or policy assignments, but its history remains available.