Skip to main content

​
Overview

Permission Groups allow you to control which users can access specific integrations or document sources beyond basic roles.

​
Creating Groups

1

Navigate

Settings → Permission Groups
2

Create Group

Click New Group
3

Configure

  • Name (e.g., “Sales Team”)
  • Description
  • Access rules
4

Add Members

Select users to add

​
Example Groups

​
Sales Team

name: Sales Team
members:
  - john@company.com
  - sarah@company.com

integrations:
  google-drive: /Sales/*
  slack: #sales, #sales-emea
  notion: Sales Playbook

permissions:
  query: true
  export: false
  analytics: team_only

​
Engineering

name: Engineering
members:
  - dev@company.com

integrations:
  github: all repositories
  slack: #engineering, #dev-ops
  notion: Engineering Wiki
  confluence: Engineering Space

permissions:
  query: true
  export: true
  analytics: full

​
Access Rules

​
Integration-Level

Control access to entire integrations:
  • Full Access - All documents
  • Restricted - Specific folders/channels
  • No Access - Hidden from user

​
Source-Level

Filter within integrations: 
include_channels:
  - #sales
  - #marketing
exclude_channels:
  - #engineering

​
Permission Types

​
Managing Groups

​
Add Members

  1. Open group
  2. Click Add Members
  3. Select users
  4. Save

​
Remove Members

  1. Open group
  2. Find member
  3. Click Remove

​
Edit Rules

Update access rules anytime. Changes apply immediately.

​
Best Practices

Create groups matching your org structure
Grant minimum necessary access
Build groups hierarchically
Maintain documentation of group purposes

​
Next Steps

Access Control

Learn about access control