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Adding and editing groups

The New Workspace Group and Edit Workspace Group dialogs allow administrators to create and configure workspace user groups, manage their members, and assign grants.

Opening the dialog

To create a new group:

  1. Navigate to Administration → User Access → Workspace User Groups
  2. Click Create Group in the toolbar

MatStream immediately creates a new group record in the database with the name "New Group" and opens the dialog. The name field is pre-selected so you can type a new name straight away.

To edit an existing group:

  • Double-click a group row in the list, or
  • Select a group and click Edit Group in the toolbar

Group details

The top section of the dialog contains the core group fields:

Group Name — the name of the group as it appears throughout MatStream. Must be unique within the workspace.

Description — an optional free-text description of the group's purpose or the roles it is intended for.

Enabled — whether the group is active. Disabling a group removes its effect on permissions without deleting any configuration. Members remain assigned but their permissions from this group are suspended.

Members tab

The Members tab shows the current members of the group in a grid with the following columns:

Column Description
Name The user's display name
First Name The user's first name
Last Name The user's last name
Member Until Optional date after which the membership expires

Adding members

Click the person icon button (top right of the tab area) to open the Edit members dialog. This shows all workspace users and allows you to move users into the group using a dual-panel picker.

Removing members

Select one or more rows in the members grid and click the remove icon button (top right of the tab area). The members are removed from the grid immediately but the change is not saved to the database until you click Save or Save & Close.

Member Until date

To set or change the Member Until date for a member, click the cell in the Member Until column and select a date from the picker. Leave the field empty for permanent membership with no expiry.

Tip

Use the Member Until date for contractors, temporary staff, or users who need elevated access for a specific project. This is more reliable than remembering to remove access manually.

Grants tab

The Grants tab shows the grants currently assigned to the group, grouped by area. Grants are the coarse-level access flags that control which surfaces and administrative features the group can access.

Administrators group

The built-in Administrators group always has all grants enabled. The grants tab for the Administrators group is read-only and the edit button is not shown.

Editing grants

Click the shield icon button (top right of the tab area) to open the Edit grants dialog. This shows all available grants and allows you to assign or remove them using a dual-panel picker.

Grant changes are not saved to the database until you click Save or Save & Close.

Saving

  • Save — saves all changes (group details, members, grants) to the database without closing the dialog. The group list refreshes automatically.
  • Save & Close — saves all changes and closes the dialog.
  • Cancel — discards all unsaved changes and closes the dialog.

Cancelling a new group

If you cancel while creating a new group (before clicking Save), MatStream deletes the group record that was automatically created when the dialog opened. No data is left behind.

Audit trail

The footer of the dialog shows who created the group and when, and who last modified it. This information is read-only and maintained automatically by MatStream.