Manual groups allow admins to add and remove users directly in WorkBoard. Users added to a group inherit all roles and scoped permissions assigned to that group.
To add users to groups in WorkBoard, go to:
Admin Tools → Org Management → Groups
What you need
Groups & Roles Admin access in Workboard
A manually created group
Users cannot be manually added to identity provider (IDP) synced groups.
Step 1: Open the Group
Go to Admin Tools → Org Management → Groups
Select a manual group
Open the Users tab
You will see a list of users with their:
Name
Email
Manager
Manager email
Step 2: Add Users
Click Add User
Search for and select one or more users
Click Add
Click Save in the Group Editor
After saving:
Users immediately inherit all roles assigned to the group.
Scoped permissions are applied dynamically.
Remove Users from a Group
Open the group
Go to the Users tab
Remove the user from the list
Click Save
Once removed:
The user immediately loses access granted by that group.
Effective permissions are recalculated automatically.
How Access Is Determined
A user’s effective access is based on:
Direct roles assigned individually
Roles inherited from groups
Scope rules applied to those groups’ roles
Permissions update automatically when:
Group membership changes
Role assignments change
Scope rules are edited
Team memberships change