--- title: "Manage Groups and Subgroups" slug: "manage-groups-and-subgroups" description: "This page provides instructions to help administrators create and manage groups and subgroups in Keep." tags: ["Groups", "Keep", "Users"] updated: 2026-06-18T14:06:51Z published: 2026-06-18T14:06:51Z canonical: "kb.lasernetgroup.com/manage-groups-and-subgroups" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage Groups and Subgroups Groups can simplify Keep administration by enabling you to manage multiple Keep users as a single group. For example, you can add several Keep users to a group, and then assign that group access to particular search and upload configurations. As a result, all group members can use those search and upload configurations. Subgroups enable you to specify more granular groupings of users. The subgroup’s link to its parent group means that subgroup members inherit the search and upload configuration assignments that you make for the parent group. > [!NOTE] > Note > > Groups are managed by Keep, unless Keep is configured to use single sign-on (SSO). > > > > If using SSO, some elements of the Keep group management experience are grayed out or not present. This instructions on this page contain additional information to indicate when this is the case. Also, Keep displays a message to alert you when some controls are grayed out for this reason. ## Navigate to the All Groups Page To access the **All Groups** page, click **User Management** in the admin menu, then select **Groups**. ![The Groups admin menu item in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/manage groups menu item.png) ## Find Your Way Around the All Groups Page ![A number annotated screenshot of the All Groups page in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/find your way around all groups(1).png) | Number | Item | More information | | --- | --- | --- | | 1 | Groups | The main area of the page contains a tile for each group. | | 2 | Group tile | Each group’s tile displays the group’s name. Click a group’s tile to [edit that group](/v1/docs/manage-groups-and-subgroups#edit-a-group). If a group is a parent to [subgroups](/v1/docs/manage-groups-and-subgroups#add-a-subgroup-to-an-existing-group), its subgroups are displayed directly below its tile. | | 3 | Subgroup | [Subgroups](/v1/docs/manage-groups-and-subgroups#add-a-subgroup-to-an-existing-group) are indented below their parent group’s tile. | | 4 | Menu button | Click the menu button (three vertical dots) to access the menu for a group. You can [delete the group](/v1/docs/manage-groups-and-subgroups#delete-a-group). | | 5 | **New Group** button | Click **New Group** to begin [creating a new group in Keep](/v1/docs/manage-groups-and-subgroups#add-a-group). > [!NOTE] > Note > > In SSO-enabled systems, this button is not present because Keep automatically creates groups. | | 6 | **Extended Properties** button | Click **Extended Properties** to define [extended properties for groups](/v1/docs/manage-extended-properties). You can provide values for extended properties when you [add](/v1/docs/manage-groups-and-subgroups#add-a-group) or [edit](/v1/docs/manage-groups-and-subgroups#edit-a-group) a group. | ## Add a Group To add a group to Keep, follow this process: 1. [Create a new group](/v1/docs/manage-groups-and-subgroups#1-create-a-group). This involves specifying the **Label** and **Name** of the group. 2. [Add members to the group](/v1/docs/manage-groups-and-subgroups#2-add-members-to-the-group). 3. [Specify the group’s access to search and upload configurations](/v1/docs/manage-groups-and-subgroups#3-specify-the-groups-access-to-search-and-upload-configurations). 4. [Save the new group](/v1/docs/manage-groups-and-subgroups#4-save-the-new-group). For step-by-step instructions, see the following sections. > [!NOTE] > Note > > In SSO-enabled systems, Keep automatically creates groups. As a result, in these systems, you cannot manually add a group to Keep. > > > > To edit an automatically created group, see [Edit a Group](/v1/docs/manage-groups-and-subgroups#edit-a-group). ### 1. Create a Group To begin the process of adding a user, click **New Group** on the **All Groups** page. The **Add Group** page opens. ![The New Group button on the All Groups page.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add group(1).png) The **Add Group** process is a straightforward page-by-page experience. A progress indicator shows you how far through the process you currently are. Click **Next** and **Prev** (in the upper-right corner) to navigate between pages of the process. Click **Cancel** to discard the new group and return to the **All Groups** page. ![The Basic Details page of the Add Group process in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add a group basic details(1).png) The process begins at the **Basic Details** stage of the process. To complete this page, follow these steps: 1. Enter a **Label** for the group. The **Label** is the group’s “display name” and must be unique. Keep uses this label to identify the new group in various parts of the application, such as on the group’s tile on the **All Groups** page. 2. Enter a **Name**. Primarily, Keep uses **Name** internally when processing actions. It is displayed in only some areas in the Keep user interface (such as in the audit log). **Name** must be unique and cannot contain spaces. 3. If [extended properties](/v1/docs/manage-extended-properties) have been defined for Keep groups, they appear below **Name**. Provide values for any extended properties that are displayed. 4. Click **Next**. ### 2. Add Members to the Group In the user table, each row corresponds to a Keep user. To add a user to the group, select the checkbox in the **Member** column of their row. The **Access** column for group members displays **Member**. ![The Users stage of the Add Group process in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add group members(1).png) Use the page controls above the table to move between pages of the user list. Use the **Filter users** box above the table to find particular users in the list. To move to the next stage, click **Next**. ### 3. Specify the Group’s Access to Search and Upload Configurations Select the searches and uploads that you want the group’s members to be able to access. The page is organized into **Searches** and **Uploads** sections. ![The Search and Upload stage of the Add Group process in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add group search and upload details(1).png) ### 4. Save the New Group To complete the **Add Group** process, click **Finish**. The user is now available on the **All Groups** page. > [!WARNING] > Warning > > The work you have done to create the new user is not saved until you click **Finish**. ## Edit a Group You can make changes to an existing Keep group or subgroup. To edit a group, navigate to the **All Groups** page, and then click the group that you want to edit. ![Selecting a group on the All Groups page of Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit a group(1).png) The **Edit Group** page opens. ![The Basic Details tab of the Edit Group page.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit group details(1).png) > [!NOTE] > Note > > You can create a subgroup here too (unless you are using an SSO-enabled Keep system). For more information, see [Add a Subgroup to an Existing Group](/v1/docs/manage-groups-and-subgroups#add-a-subgroup-to-an-existing-group). ### Edit Basic Details To edit basic details of the group (including extended properties), click the **Basic Details** tab, and then follow these steps: 1. Update **Label** and **Name**. > [!NOTE] > Note > > In SSO-enabled systems, you cannot change the **Label** or **Name** of a group. 2. If [extended properties](/v1/docs/manage-extended-properties) have been defined for Keep groups, they appear below **Name**. Provide values for any extended properties that are displayed. 3. [Save your changes](/v1/docs/manage-groups-and-subgroups#save-your-changes). ### Edit Group Membership To edit the group membership, click the **Users** tab. ![The Users tab of the Edit Group page in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit group members(3).png) In the user table, each row corresponds to a Keep user. The **Access** column shows whether each user is a group member: - If a user is not a member of the group, the **Access** column contains **None**. - If they have been added to the group, the **Access** column contains **Member**. - If they are a member of a subgroup of the group, the **Access** column contains **Through ** (substitute ; see example in the following image). To change a user’s membership, select or clear the **Member** checkbox in their row: - If they are not a member, select the checkbox to add them to the group. - If they are a member, clear the checkbox to remove them from the group. Their access changes to **None**, or to **Through ** if they are a member of a subgroup. - If they are a member of a subgroup, select the checkbox to add them to the parent group too. > [!NOTE] > Note > > In SSO-enabled systems, you cannot edit a group’s membership. In these systems, you can view a group’s membership on the **Users** tab, but the checkboxes that control each user’s membership are not present. Use the page controls above the table to move between pages of the user list. Use the **Filter users** box above the table to find particular users in the list. When you have finished editing group membership, [save your changes](/v1/docs/manage-groups-and-subgroups#save-your-changes). ### Edit Search and Upload Configuration Access Select the searches and uploads that you want the group’s members to be able to access. The page is organized into **Searches** and **Uploads** sections. Use the checkbox in each tile to assign or remove access to that search or upload configuration. When you have finished, [save your changes](/v1/docs/manage-groups-and-subgroups#save-your-changes). ![The Search and Upload tab of the Edit Group page in Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit group search and upload details(1).png) #### Access Inheritance for Subgroups Subgroups inherit search and upload access from their parent group. When a subgroup inherits access to a particular search or upload, that configuration’s tile on the **Search & Upload** tab contains **Access via parent: ** (substitute ). ![Search and upload tiles on the Edit Group page that contain Access via parent as their access status.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/subgroups access via parent(2).png) To assign the subgroup direct access to a configuration, click the search or upload’s tile to select its checkbox and change the access status to **Access via direct assignment**. The subgroup’s members will have access to the search or upload even if the parent group’s access to it is removed. To revert the subgroup’s access to **Access via parent: **, clear the **Access via direct assignment** checkbox. If the parent group is not assigned access to a search or upload, the subgroup does not inherit access to it. In this scenario, the search or upload’s tile toggles the **Access via direct assignment** checkbox between selected and unselected. When you have finished, [save your changes](/v1/docs/manage-groups-and-subgroups#save-your-changes). ### Save Your Changes To save your changes to the group, click **Save Changes**. To discard your changes (without returning to the **All Groups** page) so that you can start again on the tab you are currently using, click **Reset Tab**. To discard your changes and return to the **All Groups** page, click **Cancel**. ![The Cancel, Save Changes, and Reset Tab buttons on the Edit User page of Keep.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/edit user options(1).png) ## Delete a Group To delete a group, click the **Delete** (trashcan) icon on its tile on the **All Groups** page. In the **Delete Group** window, click **Confirm**. > [!NOTE] > Note > > In SSO-enabled systems, you cannot delete groups. ## Add a Subgroup to an Existing Group Subgroups are groups that are linked to a parent group but have their own separate member list. Subgroups inherit the search and upload access granted to their parent group, but can also override this inherited access by specifying their own search and upload access assignments. Subgroup members are included on the member list of their parent group (when you edit the parent group). You can use subgroups to represent groups of users who are considered a distinct group of users (possibly a team who have specific Keep access requirements) but are also considered to be part of a larger group in your organization. Subgroups can have their own subgroups. However, the maximum group hierarchy depth is three levels (Parent group > Subgroup > Subgroup of subgroup). > [!NOTE] > Note > > Subgroups are not applicable to SSO-enabled Keep systems. To add a subgroup to an existing group, follow these steps: 1. On the **All Groups** page, click the group that you want to add a subgroup to. 2. On the **Edit Group** page, click **Add Sub Group**. The **Add Sub Group** process begins. This process is similar to the **Add Group** process. ![The Add Sub Group button on the Edit Group page.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add a subgroup(1).png) 3. On the **Basic Details** page, enter a **Label** and **Name** for the subgroup. 4. On the **User** page, use the checkboxes in the **Member** column to add users to the group. > [!NOTE] > Note > > This page does not indicate whether a user is a member of the parent group. 5. On the **Search & Upload** page, assign the group access to search and upload configurations: - **If a configuration’s tile contains a cleared checkbox and “Access via direct assignment”:** Select the checkbox to assign the group access to the search or upload configuration. - **If a configuration’s tile contains “Access via parent: ” and no checkbox:** The group inherits access to this configuration from its parent group. As a result, subgroup members will have access to the search or upload. However, to directly assign the subgroup access to the configuration (so that their access does not depend on whether the parent group has access), click the tile; it changes to a selected checkbox beside **Access via direct assignment**. ![The Search and Upload stage of the Add Sub Group process in Keep with three configurations marked Access via parent.](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/add subgroup search and upload details(1).png) 6. Click **Finish**. Keep adds the subgroup to the **All Groups** page.