Group Management

Details of Default Group

Navigate to the Groups section by clicking Groups under Organization & Access in the left-hand Copilot Control menu.

Click on Default in the group name column to view its details, including member list and group description.

Use the search bar inside the group panel to find a specific user by name within the Default group.

Confirm that the correct user appears in the filtered results.

Click the ← Back button to exit the group detail view and return to the full groups listing.

Create Groups

In the Groups panel, click the + Create Group button in the top-right corner to open the group creation form.

The Create Group dialog box will appear, containing fields for name, description, owner, and contact email.

Click the Name field and type a clear, descriptive name for the new group (e.g., “Onboard Users”).

Click the Description field and type a brief explanation of the group’s purpose (e.g., “For onboarding users”).

Click the Owner field and begin typing to search for a user from the existing user table to assign as group owner.

Click on the desired user from the search results to assign them as the group’s owner.

Optionally, enter a contact email address for the group in the Contact Email field.

Click the Create button to save the group and add it to your organization’s group list.

Confirm the new group appears in the Groups list with the correct name and description.

Add Users on New Groups

Click on the newly created group’s name to open its detail page.

Verify that no active members are currently listed — the panel will display a “No active members” message.

Click the Assign users button in the top-right of the group panel to open the user assignment dialog.

Review the list of active users displayed in the assignment dialog. Users currently in other groups are labeled accordingly.

Click Reassign to this group next to the desired user. This will remove them from their previous group, as users may only belong to one group.

After completing assignments, click the Close button to dismiss the assignment dialog.

Click the Refresh button to reload the member list and see the newly assigned user.

Confirm the user’s name and email appear in the group member list.

Click the ← Back button to exit the group detail view and return to the full groups listing.

Reassign User from Group to Default Group

Use the Search groups bar in the Groups panel to locate the group you want to edit.

Confirm the correct group appears in the filtered list before proceeding.

Verify the correct user appears in the filtered member list before proceeding.

Click anywhere on the user’s row, then click the icon in the Actions column to reveal available options.

Confirm the user no longer appears in the current group’s member list.

Edit Group Details

Use the Search groups bar in the Groups panel to locate the group you want to edit.

Confirm the correct group appears in the filtered list before proceeding.

Click the ··· (three-dot) button in the group’s row to open the available actions menu.

Select Edit from the dropdown menu to open the Edit Group dialog with the current group details pre-filled.

Click the Name field, clear the existing value, and type the new group name.

Click the Update button to save all edits made to the group.

Confirm the group now appears in the list with the new name you entered.

Delete the Group

Use the Search groups bar to find the group you intend to delete.

Verify the correct group name appears in the results before proceeding with deletion.

Click the ··· (three-dot) button in the group’s row to reveal the actions dropdown.

Select Delete from the actions dropdown to initiate the group deletion process

A Delete Group confirmation dialog will appear. Click the Delete button to permanently remove the group. Note: this action cannot be undone.

Confirm that the group no longer appears in the Groups list. Only the Default group should remain if no other groups exist.