As your organization scales, it can become very taxing to manage permissions and document access on an individual user level. To address this problem, you can create groups to organize your users into teams, such as a “managers” group and a “users” group. This is a great way to not only provide template and inspection access but also assign and manage organization permissions!

This article shows you how to create and remove groups in your organization on the web app. If you already have groups created, check out how to add users to groups either one at a time or in bulk.

Before you begin

Please note that groups can only be created and removed on the web app, by administrators or users with the “Group Management” permission. Learn more about permissions and how you can assign them as an administrator.

Keep in mind that removing or deleting a group also removes any existing template and inspection access provided, as well as any permissions assigned to the group.

Create a group

  1. Log in to the iAuditor web app.
  2. Click your organization name on the lower-left corner of the page.
  3. Select “Groups” from the tab on the top of the page.
  4. Click “Add group” on the upper-right corner of the page.
  5. Name the group in the pop-up window and click “Create” to create the group.
  6. You can now add users to the group.

Remove a group

  1. Log in to the iAuditor web app.
  2. Click your organization name on the lower-left corner of the page.
  3. Select “Groups” from the tab on the top of the page.
  4. Click the 3 dots next to the name of the group you wish to remove.
  5. Select “Remove group”.
  6. Click “Remove” in the pop-up window to confirm.
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