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Organize teams in groups

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Group your users by team or function so you can grant access in bulk instead of editing individual user permissions. Once a group exists, you assign it to personas and purposes, and every member of the group inherits that access automatically. Use this page to create groups manually, add or remove users, and clean up groups you no longer need.

Prerequisites​

Before you manage groups, make sure:

  • You are an admin in Atlan. Members and guests cannot create or modify groups.
  • You have a plan for which users belong in each group, and which personas or purposes the group will receive.
  • If you want to keep group membership in sync with your identity provider instead of managing it manually, set up Sync groups from your IdP before creating groups by hand.

Create group​

  1. In Atlan, click Settings from the left menu, then click Groups to see all existing groups in your workspace.

    If you are using the old UI, click Admin from the left menu, then Users & Groups → Groups.

  2. Click Create Group in the top right. The Create group dialog opens.

  3. Fill in the group details:

    • Name (required): A short, descriptive label for the group, for example Marketing Analysts or Data Engineering.
    • Alias: An optional short identifier used in APIs and integrations.
    • Description: A note for other admins explaining what the group is for and who belongs in it.
    • Slack: If you have Slack integrated, enter the name of the corresponding Slack channel (without the #). Members can then jump directly to the channel from the group page in Atlan.

  4. Click Create Group. The group appears in the Groups list and is ready for you to add users.

Add users to group​

You can add users to a group from either side of the relationship: open the group and add users to it, or open a user and add them to one or more groups. Both flows reach the same result.

  1. In Settings → Groups, click the group you want to add users to.

    If you are using the old UI, go to Admin → Users & Groups → Groups and click the group.

  2. Click Add Members (or Manage Users) to open the user picker.

  3. Search for and select the users you want to add. You can select multiple users at once.

  4. Click Add (or Save). The selected users now belong to the group and immediately inherit any personas or purposes assigned to it.

Remove users or delete group​

To remove a single user, return to Settings → Groups → [your group], find the user in the members list, and click Remove next to their name. If you are using the old UI, go to Admin → Users & Groups → Groups → [your group].

To delete a group, return to the Groups list, find the group, click Delete (or Remove), and confirm. Deleting a group removes all users from it and revokes any access they inherited only through that group. Review the group's personas and purposes before deleting.

Need help?​

If you run into issues while managing groups, contact Atlan Support for assistance.

Next steps​