---
title: "Managing User Groups"
slug: "managing-user-groups-12-1"
tags: ["Portal", "8.3"]
updated: 2026-08-03T14:07:18Z
published: 2026-08-03T14:07:18Z
canonical: "kb.ctera.com/managing-user-groups-12-1"
---

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

# Managing User Groups

User groups are groups of users that you can define and then use to simplify assigning user permissions. Groups are useful when setting several types of policies and permissions, such as:

- Automatic template assignment policy. See [Configuring the Automatic Template Assignment Policy](/v1/docs/configuring-the-automatic-template-assignment-policy-6-1).
- Setting permissions for accessing folders. See [Managing Portal Folders and Folder Groups](/v1/docs/managing-portal-folders-and-folder-groups-4-1).
- Setting [Collaboration Permissions](/v1/docs/managing-collaboration-3-1).

**Note**

You can create groups manually, as described below, or you can fetch groups from a directory service, as described in [Using Directory Services For the User Management](/v1/docs/using-directory-services-for-user-management-3-1).

## Viewing Groups

**To view all user groups:**

- Select **Users > Groups** in the navigation pane.  

The **Groups** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-OJOX7OX7.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D)  

**Name** – The user group's name.  

**Description** – A description of the user group.

**To view only local groups or only groups from directory services:**

1. Select **Users > Groups** in the navigation pane.  

The **Groups** page is displayed.
2. Click the filter drop-down to filter the users either by the default **Local Users** or by an Active Directory or LDAP directory name.

## Adding or Editing Groups

**To add or edit a user group:**

1. Select **Users > Groups** in the navigation pane.  

The **Groups** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-CK7XFU5L.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D)
2. Either,
  - Add a group: Click **New**.  

The **New Group** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-BYNJQEXW.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D)  

Or,
  - Edit an existing group: Click the group’s name. The group page is displayed with the name of the group as the page title.
3. Complete the fields in the **Settings** tab:  

**Name** – A name for the group.  

**Description (Optional)** – Optionally, a description of the group.
4. Click **Save**.

The user is added to the list of group members.

### Adding a User to a Group

**To add a user to a group:**

1. Select **Users > Groups** in the navigation pane.  

The **Groups** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-VSYQ41DV.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D)
2. Click the group’s name. The group page is displayed with the name of the group as the page title.
3. Click the **Membership** tab.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-S5G15AXJ.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D)
4. Select either **Local Users** or the Active Directory or LDAP directory name.
5. In the **Search user** field, enter a string that is displayed anywhere within the name of the user.  

A list of users matching the search string is displayed.
6. Select the user to add to the group and click **Add**.
**Note**

Users can belong to multiple user groups.
7. To remove a user from the group, select the user row and click ![image.png](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-WNZAVI4G.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D).  

The user is removed from the group.
8. Click **Save**.

## Exporting Group Information to Excel

You can export a list of groups and their details to a comma separated values (*.csv) Microsoft Excel file on your computer.

**To export a list of groups to Microsoft Excel:**

1. Select **Users > Groups** in the navigation pane.  

The **Groups** page is displayed.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-0CMEI5ER.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D)
2. Click **Export to Excel**.

The group list is downloaded to your computer.

## Deleting Groups

**To delete a user group:**

**Note**

Deleting a user group does not delete the users.

1. Select **Users > Groups** in the navigation pane.  

The **Groups** page is displayed.
2. Select the group’s row to delete and click **Delete**.  

![Image](https://cdn.document360.io/30792387-cdcb-4791-aa14-94929bbcd3fe/Images/Documentation/image-OHLNKIY5.png?sv=2026-02-06&spr=https&st=2026-11-11T04%3A27%3A31Z&se=2026-11-11T05%3A27%3A31Z&sr=c&sp=r&sig=juhawhUYssbTmhe9oQrM6iCUVhaEZWE1EI8zR2DJ6O8%3D)  

A confirmation window is displayed.
3. Click **OK** to confirm.

The group is deleted.