Groups in Iris

Last updated: October 19, 2026

A group is a named collection of people, such as your Security team or your Sales Directors. Groups save you from picking people one at a time. Add a group to a project and everyone in it can see the project. Assign a question to a group and the whole team is notified.

Groups are separate from roles. A role decides what a person can do. A group never adds or removes permissions. A person has one role but can belong to as many groups as you like.

Administrators manage groups at Settings > Users, on the Groups tab.

Creating a group

  1. An administrator opens Settings > Users and clicks the Groups tab.

  2. Click Create Group.

  3. Enter a Group Name. Add a Description if you want one.

  4. Click Create Group.

Group names must be unique in your organization.

The Groups tab shows each group's description and how many members it has. The Restricted Tags column shows — when a group has none.

Adding and removing members

Click the menu at the end of the group's row and choose Manage Members. Tick the people you want in the group, untick the ones you want out, and click Save Changes. You can also set someone's groups from their row on the Users tab. See Users.

Editing a group

Choose Edit Group from the same menu to change the name or description, then click Update Group. If your organization has restricted tags, this pop-up also shows Restricted Tags Access, where you give the group access to them. Restricted Tags Access lists those tags, and members of the group can see the files that carry them. See Tags.

The Edit Group pop-up. Change the name or description, then click Update Group, or close it with the X.

The Edit Group pop-up. Change the name or description, then click Update Group, or close it with the X.

Where groups are used

  • Projects. In a project, open Manage Participants and Groups and add the group. Everyone in it can see the project, even without View All Projects. See Project Roles and Participants.

  • Questions. Choose the group as a question's assignee. Don't see the group in the list? Add it to the project first. Each member of the group is notified. See Assignments.

  • Workflows. A workflow step can be assigned to a group instead of to individual people. See Workflows.

  • Restricted tags. Only members of a group with access can see files with that tag.

Deleting a group

Choose Delete from the menu and confirm. Deleting a group removes everyone from it and clears it from any question assigned to it, so those questions become unassigned and need a new assignee. The people themselves, and their roles, are not affected.

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