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Overview

User groups let administrators organize workspace members into logical collections. Users can belong to multiple groups, and every group can contain multiple users. Membership can be assigned during invitation and updated later. Check how a resource uses a group before relying on membership as an access grant. Novaplan manages most workspace setup and administration. These steps remain as a reference for administrators; coordinate changes to group membership and access with the Novaplan team.
Groups list with Create Group button

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User Groups Functionality

  1. Grouping Users: Organize users into collections that reflect their team, function, or access needs.
  2. Multiple Users per Group: A single group can contain any number of members.
  3. Multiple Groups per User: A user can belong to any number of groups.
  4. Resource access: Group membership can matter where a resource is shared with that group. The Access Permissions controls on the Groups page are marked Coming Soon; do not assume a new group grants access by itself.
  5. Custom Groups: Create your own groups alongside the built-in system groups. System groups (for example, the everyone group) cannot be deleted.
  1. Sign in to your Novaplan AI account with administrator credentials
  2. Open the user menu and click Workspace Settings
  3. In the workspace sidebar, expand the People section and select Groups
The page shows a table of all groups with columns for Name, Description, Users (member count), Created By, and Created On. Use the search field to find groups by name, the Created On filter to narrow by date, and click any row to open the group’s detail panel on the right.

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Managing Groups

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Creating a Group

  1. From the Groups page, click Create Group in the top-right corner
  2. The Create Group panel opens on the right
  3. Enter the Group Name (required) — for example, Data Engineering
  4. (Optional) Enter a Group Description that explains the group’s purpose
  5. (Optional) Under Add Users, search for and select members to add to the group on creation
  6. Click Create Group
Create Group side panel
Access Permissions for groups are shown as Coming Soon in the available UI. After changing membership, test the intended resource with a member account and an account outside the group.

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Adding Users to Groups

Option 1 — During User Invitation While inviting a user from the Users page, use the Add to a User Group field in the invite panel to assign one or more groups. Check the invited user’s effective access after they join.
Assigning groups during user invitation
Option 2 — From the Group Detail Panel
  1. Navigate to the Groups page and click the group’s row to open its detail panel
  2. Click Edit Group
  3. Under Add Users, search and select the members to add
  4. Click Save Edits
Adding existing users to a group from the group detail panel

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Removing Users from a Group

  1. Open the group’s detail panel from the Groups page
  2. Click Edit Group
  3. In the Users list, click Remove next to each user you want to remove. Click Undo to cancel a pending removal before saving
  4. Click Save Edits to apply the changes

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Editing a Group’s Name or Description

  1. Open the group’s detail panel
  2. Click Edit Group
  3. Update the Group Name or Group Description
  4. Click Save Edits

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Deleting a Group

  1. Open the group’s detail panel
  2. Click Delete Group at the bottom of the panel, or use the Delete option in the row actions menu (⋯) on the Groups page
  3. Confirm the action
Deleting a group is irreversible. Its members remain in the workspace, but access tied to that group may change. Check affected resources and members before deletion. System groups cannot be deleted.

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Conclusion

User groups simplify workspace management by letting you organize members around teams, functions, or access needs. Assign users to groups during invitation or from the group detail panel, and use the built-in filters on the Users page to find everyone in a specific group quickly.