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 > 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 > Groups.
2. Click on the group you want to update.
3. If you want to update the name, click Configure 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 > 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 > 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.

View a User’s Group-Granted Permissions

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Groups.

2. Click on the group you want to take action on.

3. Locate the user whose permissions you want to view. Click on their User Type pill.

   

4. The User Detail page opens, showing all permissions assigned to the user and which ones come from the selected group.

   

Bulk Remove Users from a Group

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Groups.
2. Click on the group you want to edit.
3. Select the checkbox to the left of each user you want to remove. A menu bar displays at the bottom of the screen.
4. To remove users from the group, click Remove from group. The users are removed from the group.

Search for a User

To find a user by name or email, click into the search bar and start typing. Matching results appear in real time as you type.

Filter Users

When you are filtering by seat type, there are two user types that must be distinguished from one another: Ironclad Admin and Administrators. The Administrator seat type is assigned to users with admin level permissions and users assigned the the Administrator group. The Ironclad Admin seat type is assigned to Ironclad employees who may have a user in your instance. This most often occurs during implementation.

1. Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Groups.
2. Click on a group.
3. Set the User Type filter by selecting one or more user types to narrow down the list of users.