---
title: "User Groups"
slug: "user-groups"
updated: 2026-08-27T11:17:12Z
published: 2026-08-27T11:17:12Z
canonical: "success.panaya.com/user-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Groups

Create user groups to manage and work with multiple users together across Panaya.

User groups can be used to -

- Include multiple users in [Broadcast](/v1/docs/how-to-broadcast-a-message) and [Comment](/v1/docs/how-to-add-a-comment-to-an-activity) notifications.
- Filter by users in [lists](/v1/docs/sorting-and-filtering-options). You can select one or more user groups when filtering fields such as **Owner**, **Created by**, **Detected by**, and other user-based fields.
- Assign approval steps to user groups in [multi-approval workflows](/v1/docs/multi-approver-test-review-and-sign-off). Any eligible group member can complete the approval, and the actual approver is recorded in the audit trail.

## Creating a User Group

1. Click on the **Settings button**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-67RUUGVC.png) to open the settings panel, then select **User Groups.**

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-3QYLAW9D.png)
2. Click on **Create** to create a new user group.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-TXLU51A8.png)
3. Set a name for your group and click on **Select users**.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-HDQVN4VT.png)
4. Click on the magnifying glass icon ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-QNWO9THI.png) to view all users in your account, or begin typing specific user names in the search box. After selecting the relevant users, click **Add**.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-Y9QX0XNR.png)
5. After creating the group, you can use it in [Broadcast](/v1/docs/how-to-broadcast-a-message) and [Comment](/v1/docs/how-to-add-a-comment-to-an-activity) notifications, user-based list filters, and [multi-approval workflows](/v1/docs/multi-approver-test-review-and-sign-off).

## Add users to an existing user group

1. To add new users to an existing user group, select an existing user group from the list and click on **Add users**.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-27CPL3W3.png)
2. Click on the magnifying glass icon ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-QNWO9THI.png) to view all users in your account, or begin typing specific user names in the search box. After selecting the relevant users, click **Add**.

## Remove users from a user group

1. To remove users from a user group, select the user group in the list and click Remove users.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-GPT6PQH7.png)
2. Click on the magnifying glass icon ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-QNWO9THI.png) to view all users in your account, or begin typing specific user names in the search box. After selecting the relevant users for removaL, click **Remove**.

## Set a user group as Active or Inactive

To change the status of a user group, click on the user group ID or Name in the list and click on the **Active/Inactive** button.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-ZZZRIAGL.png)

## Deleting User Groups

Select the user group from the list and click the **Delete** button to delete a user group.

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-ISFVD5HU.png)