Efficient user management often requires a structured approach to organizing accounts into relevant teams, folders, and groups. This section walks you through the capabilities available for categorizing users and customizing organizational structures.
Folders and groups are two core structures that help you cluster users by function, department, role, or any organizational preference.
• Folders serve as primary containers where user accounts can be grouped.
• Groups allow further categorization within folders for more refined segmentation.
Labels and tags support advanced categorization for operational or contextual grouping.
• Labels are broad identifiers that can be applied to multiple users.
• Tags use a key-value structure (e.g., Department: Sales, Year: 2024) to provide context-rich metadata.
These elements are especially useful when filtering user lists or generating reports based on attributes.
Combined with roles and permission management, organizing users into structured teams ensures the right people have access to the right parts of the platform.
• Use folders and groups to define departmental boundaries.
• Use roles to assign access levels.
• Use labels and tags for operational granularity.
For more on roles and permissions, visit the Roles and Permissions guide.
By effectively organizing your users, you’ll enhance manageability, improve operational clarity, and simplify permission handling across your platform.
Each user can belong to only one folder and one group but can have multiple roles and tags.
Yes, they can be updated at any time via the user’s profile edit page.
