As an administrator, you can create, update, delete, and manage the membership of Ironclad groups. Refer to the Administrator Role Overview for more information on administrator’s capabilities.
Create a Group
- Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click Create Group.
- Enter a descriptive name for your group.
- Click Save.
Update a Group
- Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click on the group you want to update.
- If you want to update the name, click Edit Group, and then update the name. Click Save.
- If you want to delete the group, click Delete Group. When you delete a group, you permanently delete the group and all of its related settings. Only delete a group if the group is not currently in use. If you are unsure of whether or not you should delete it, reach out to Ironclad Support at support@ironcladapp.com before you delete the group.
- If you want to assign a default user or remove a user, click the three stacked dots next to the user, and then click Make default user or Remove from group.
Manage a User’s Group Membership
- Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
- Click Add Users.
- If you want to add an existing user, search for the user’s name, select the user, and then click Add.
- If you want to invite a new user, click the dropdown, and then click Invite new user to [Ironclad Instance Name]. Enter the new user’s information and click Invite.