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Set a Default User Group for New Users

Set a Default User Group for New Users

Written by Sam

Set a Default User Group for New Users

1. Open the User Groups section 0:00

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  • Go to User Groups from the sidebar.

  • User groups are used to control permissions in templates.

2. Select the group you want to make default 0:24

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  • Choose the group you want new teammates to be added to automatically.

  • In the example, this is Group 1.

3. Edit the group settings 0:45

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  • Open the selected group and click Edit.

  • Find the setting for Default group.

4. Enable the default group option 0:45

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  • Check the box or toggle for Default group.

  • This tells the system to automatically assign this group to new users.

5. Invite a new user to confirm it works 0:35

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  • Go to Users / Logins and click Invite User.

  • The default group should already be included for the new user.

  • In the example, Group 1 appears automatically.

6. Result 0:45

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  • Any new user you add to the account will now be automatically added to the selected default group.

  • This saves time and keeps permissions consistent for new teammates.

Link to Loom

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