Groups

Create and manage user groups in the Admin Panel. Assign members, regions, and wells to control team access across your organization.

User groups bundle members and wells into teams. Groups sit under regions in your organization hierarchy and control which wells each team can access. For how groups differ from tags, see Tagging & Groups.

Open Admin Panel > Groups. You can also reach groups from a region's detail panel when managing that region.

Groups control access. Tags label wells for filtering but do not restrict who can see them. Do not confuse the two.

Create a Group

Go to Admin Panel > Groups
Click Create Group
Enter a Group Name and optional Description
Assign a Region (groups belong to one region in the hierarchy)
Search and add Members and Wells
Click Create Group

Edit a Group

Open the group row or click Edit
Update the name, description, region, members, or wells
Click Save

The edit dialog uses the same fields as Create Group.

Activate or Deactivate

Deactivating a group removes access for its members without deleting the group or its assignments.

Open the group More menu
Click Activate or Deactivate

To change status for several groups at once, select rows with the checkboxes and use the bulk Activate or Deactivate action.

Delete a Group

Deleting a group removes all member and well assignments. Wells and users are not deleted, but the group itself is removed permanently.

Open the group More menu
Click Delete
Confirm

Other Actions

Action	What it does
Move to Region	Reassign the group to a different region
Reassign Users	Move members from this group to another

Bulk actions are available when you select multiple groups using checkboxes.

Tagging & Groups for tags vs groups and day-to-day well organization
Company for an organization-wide view of groups and members