> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aeon.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage User Groups

> Organize users into groups for easier permission management

User groups allow you to organize team members and apply permissions collectively, making it easier to manage large teams and maintain consistent access controls.

## What are User Groups?

User groups are collections of users that share similar responsibilities or access requirements. Instead of setting permissions individually for each user, you can:

* Create groups based on roles (e.g., "Traders", "Admins", "Viewers")
* Assign permissions to the entire group
* Add or remove users from groups as needed
* Maintain consistent access controls across your organization

## Creating User Groups

<Steps>
  <Step title="Navigate to User Groups">
    Go to **Settings** → **Users** → **Manage User Groups**
  </Step>

  <Step title="Create New Group">
    Click **"Create Group"** and provide: - Group name (e.g., "Trading Team",
    "Finance Admins") - Description of the group's purpose - Initial permission
    set
  </Step>

  <Step title="Set Group Permissions">
    Configure what the group can access: - Vault accounts they can view/use -
    Transaction limits and approval requirements - Administrative capabilities
  </Step>

  <Step title="Add Users to Group">
    Select existing users to add to the new group
  </Step>
</Steps>

## Managing Group Membership

### Adding Users to Groups

<Steps>
  <Step title="Select Group">Navigate to the group you want to modify</Step>

  <Step title="Add Members">
    Click **"Add Members"** and select users from your workspace
  </Step>

  <Step title="Confirm Addition">
    Review the users being added and confirm the changes
  </Step>
</Steps>

### Removing Users from Groups

<Warning>
  Removing a user from a group immediately changes their permissions. Ensure
  this is intentional and won't disrupt their work.
</Warning>

<Steps>
  <Step title="Select Group">Navigate to the group containing the user</Step>

  <Step title="Remove Member">
    Find the user and click **"Remove from Group"**
  </Step>

  <Step title="Confirm Removal">
    Confirm the removal and review any permission changes
  </Step>
</Steps>

## Group Permission Management

### Modifying Group Permissions

<Steps>
  <Step title="Select Group">
    Navigate to **Settings** → **Users** → **Manage User Groups**
  </Step>

  <Step title="Edit Permissions">
    Click the **⋯** menu → **Edit Group Permissions**
  </Step>

  <Step title="Update Settings">
    Modify: - Account access levels - Transaction limits - Approval requirements

    * Administrative capabilities
  </Step>

  <Step title="Apply Changes">
    Save changes - all group members will inherit the new permissions
  </Step>
</Steps>

## Common Group Configurations

<CardGroup cols={3}>
  <Card title="Trading Team" icon="chart-line">
    **Permissions:**
    <br />- View all trading accounts
    <br />- Execute transactions up to daily limits
    <br />- Approve transactions within policy

    <br />

    **Use Case:** Day-to-day trading operations
  </Card>

  <Card title="Finance Admins" icon="calculator">
    **Permissions:**
    <br />- Full account access
    <br />- High transaction limits
    <br />- Policy modification rights

    <br />

    **Use Case:** Financial oversight and large transactions
  </Card>

  <Card title="Auditors" icon="magnifying-glass">
    **Permissions:**
    <br />- Read-only access to all accounts
    <br />- Export audit logs
    <br />- View transaction history

    <br />

    **Use Case:** Compliance and audit functions
  </Card>
</CardGroup>

## Best Practices

### Group Organization

* **Role-Based Groups**: Create groups based on job functions rather than departments
* **Principle of Least Privilege**: Grant only the minimum permissions needed
* **Regular Reviews**: Periodically review group memberships and permissions
* **Clear Naming**: Use descriptive names that clearly indicate the group's purpose

### Permission Management

* **Consistent Policies**: Ensure group permissions align with your organization's policies
* **Documentation**: Maintain records of what each group can access and why
* **Change Management**: Have a process for requesting and approving permission changes
* **Backup Access**: Ensure multiple people can perform critical functions

<Note>
  Group permissions are additive - if a user belongs to multiple groups, they
  receive the combined permissions of all groups.
</Note>

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