Groups

Groups are named containers you can use to organize profiles into logical sets — by client, project, region, or any other category you choose. The Groups feature is available on plans that include it; the sidebar item shows a lock icon if your current plan does not.

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Opening the Groups view

Click Groups in the sidebar. The view shows a paginated table of all existing groups with columns for name, number of profiles assigned, an optional comment, and creation date.

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Creating a group

1. Click the + button in the top-right toolbar of the Groups view.
2. Fill in the form:
   • Name (required, up to 64 characters) — the label shown in dropdowns and the table.
   • Comment (optional, up to 256 characters) — a free-text note visible in the table.
3. Click Save (or press Enter in the form).

The new group appears in the table immediately.

If your plan's group limit is reached, clicking + shows an upgrade prompt instead of opening the form.

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Editing a group

1. Locate the group in the table.
2. Click the ⋮ (ellipsis) button at the right end of the row.
3. Select Edit from the menu.
4. Modify the name or comment and click Save.

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Deleting a group

Single group

1. Click ⋮ on the row.
2. Select Delete.
3. Confirm the deletion in the dialog.

Deleting a group does not delete the profiles that belonged to it — those profiles simply become unassigned.

Bulk delete

1. Check the checkboxes on the rows you want to remove (or use the header checkbox to select all on the current page).
2. A bulk-action bar appears at the top of the table showing how many groups are selected.
3. Click the Delete (trash) icon in that bar.
4. Confirm in the dialog. A warning note in the dialog reminds you that the profiles themselves are not deleted.

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Assigning profiles to a group

Profiles are assigned to a group through the profile creation or edit form. Open a profile's edit form, locate the Group field, and pick a group from the dropdown.

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Filtering profiles by group

The Profiles view toolbar contains a group filter dropdown (shown only when the Groups feature is active on your plan). Use it to scope the table to a single group:

• Select a group name to show only profiles in that group.
• Select No group to show only profiles that have no group assigned.
• Clear the selection (via the × on the dropdown) to return to showing all profiles.

The group filter selection is saved per-team, so switching to a different team restores that team's last-used filter.

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Bulk "Change group" for profiles

When you need to move several profiles to a different group at once:

1. Go to the Profiles view.
2. Check the checkboxes next to the profiles you want to reassign.
3. In the bulk-action bar that appears, click the folder icon (Change group).
4. Choose the target group in the dialog and confirm.

All selected profiles move to the chosen group. The selection is cleared after the update completes.