Groups help admins manage access at scale by assigning roles and visibility to a set of users at once.
Groups can be created manually or synced from an identity provider (such as Entra).
Groups are available by default. To get started, please contact your CSM or the WorkBoard Support team to have the Groups & Roles Admin role granted to the relevant user in your organization.
Create a Manual Group
What you need
Groups & Roles Admin access in Workboard
Step 1: Create a new group
Go to Admin Tools → Org Management → Groups
Click New Group
Enter:
Group Name
Description (Optional)
Add Users (Optional)
Click Save
Edit a Group
Go to Admin Tools → Org Management → Groups
Find the group
Click the 3-dot menu (⋮)
Select Edit
From here you can:
Update name and description (manual groups only)
Manage users (manual groups only)
Assign or remove roles
Modify scope settings for assigned roles
Note: Groups synced from Entra are read-only. Membership and naming must be managed in the identity provider.
Delete a Manual Group
Go to Admin Tools → Org Management → Groups
Click the 3-dot menu (⋮)
Select Delete
Confirm
Deleting a group:
Removes all role assignments attached to the group
Removes all scoped visibility granted through that group
Immediately recalculates access for affected users
Only manual groups can be deleted. Synced groups must be removed from the identity provider.
What Happens When a User Is in Multiple Groups
If a user belongs to multiple groups:
They inherit all roles assigned to those groups.
Permissions are combined (union model).
If any assigned role grants access, the user receives access.
This allows flexible and scalable permission management across large organizations.