Manage Groups

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

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
2. Click Create Group.
3. Enter a descriptive name for your group.
4. Click Save.

Update a Group

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
2. Click on the group you want to update.
3. If you want to update the name, click Edit Group, and then update the name. Click Save.
4. 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.
5. If you want to remove a user, click the three stacked dots next to the user, and then click Remove from group. 

Assign a Default User

We highly recommend that everyone assigns a default user within their Ironclad instance. The default user is the user that Ironclad will default to if there is ever a crisis or urgent problem that needs resolved. If you do not designate a default user, we will continue to use the first user created in your Ironclad instance.

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
2. Click on the Administrator group.
3. Locate the user you want to make the default user. Click the three dots located in the same row, and then click Make default user.

Manage a User’s Group Membership

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Groups.
2. Click Add Users.
3. If you want to add an existing user, search for the user’s name, select the user, and then click Add.
4. 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.