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

# How to Manage Groups?

> Step-by-step guide to creating Custom Groups, adding and removing members, updating group details, and managing group lifecycle in the Admin Panel.

### **Prerequisites**

**Who can manage groups:**

* Admin
* SysAdmin
* Account Manager
* Company Admin

**Who can view groups:**

* All users that can access to the admin panel

**What groups can be managed:**

* Only **Custom Groups** (Company and Private groups are automatic)

**Where groups can be managed:**

* Only within **Admin Panel**

***

### **Create a Group**

**Step 1: Navigate to group creation**

1. Log in the Administration
2. Navigate to **Groups** in the admin menu
3. Click on "**+ Add Group**" to open the group creation form

**Step 2: Configure group properties**

1. Fill in the **Name** field (mandatory)
   * Choose a descriptive and unique name
   * Examples:
     * "Engineering - Backend Group"
     * "Sales - Enterprise"
     * "Project Phoenix - Core Group"
   * Avoid generic names like "Group 1" or "Temp"
2. Fill in the **Description** field (optional)
   * Describe the group's purpose and scope
   * Example: "Backend engineering group responsible for API development and infrastructure"
3. Select the **Company** (mandatory)
   * Choose the company this group belongs to
   * Pre-filled if you are Company Admin
4. Set **Category** to "Custom" (automatic)

**Step 3: Add group members**

1. Go to the **Members** section
2. Click "**+ Add another Group Member**"
3. Search for users in the dropdown
4. Select users to add to the group
5. Users appears immediately in the group list
6. Repeat to add multiple members

**Step 4: Save the group**

1. Click "**Save**" to create the group and return to the group list
2. Or click "**Save and continue editing**" to add more members or configure further

**💡 Tip**: After creating a group, you can associate it with workspaces through the Workspace admin interface.

***

### **Update a Group**

**Step 1: Navigate to group editing**

1. Log in with appropriate admin credentials
2. Navigate to **Groups** in the admin menu
3. Click on the group name to open the editing interface

**Step 2: Update group properties**

1. Modify **Name** and/or **Description** as needed
2. Cannot change **Company** after creation
3. Cannot change **Category** (always "Custom" for manually created groups)

**Step 3:  Manage group members**

**Add members**:

1. Go to the **Members** section
2. Click "**+ Add another Group Member**"
3. Search and select users to add

**Remove members**:

1. Go to the **Members** section
2. Click the "**×**" button next to a member to remove them

**Step 4: Save changes**

1. Click "**Save**" to apply changes and return to group list

***

### **Delete a Group**

**Important considerations**

⚠️ **CAUTION**: Deleting a group is IRREVERSIBLE and will:

* Remove all group memberships
* Affect workspace access for all group members
* Potentially impact users' ability to access documents

**Only Custom groups can be deleted**. Company and Private groups cannot be deleted.

**Step 1: Navigate to group editing**

1. Log in with appropriate admin credentials
2. Navigate to **Groups** in the admin menu
3. Click on the group name to open the editing interface

**Step 2:  Delete the group**

1. Verify this is a **Custom** group (Company and Private cannot be deleted)
2. Click "**Delete Group**" button at the bottom
3. Confirm deletion when prompted
4. Click "**Yes, I'm sure**" to permanently delete

**⚠️ Warning**: Before deleting a group:

* Check which workspaces use this group
* Notify group members about the change
* Consider reassigning workspace access to another group**Removing Members from a Group**