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Groups let you manage a set of people together and grant that group access to shared workspaces. Open Settings → Organization → Groups. Creating and editing groups requires the organization’s group-management permission.

Create a local group

  1. Select Create group.
  2. Enter a unique, descriptive group name, such as Platform engineering.
  3. Select Create group. Atlan opens the new group’s details.
  4. Under Add member, choose an organization member and select Add member. Repeat for the other people in the group.
Use View group to open an existing group. Review its members, add or remove people, or use Rename group and Save name to change its name. Membership changes can take a short time to propagate to effective access.

Grant workspace access

Open the shared workspace’s settings and add the group to its access list with the intended workspace role. Review the group grant alongside individual grants: a person can have access through more than one route. See Manage workspace members. A group supplied through directory synchronization is identified separately from a local group. Manage synchronized membership at its source; the local controls are available only for locally managed groups.

Delete a local group

See Delete a local group to remove a group and review the workspace access affected by it.