---
title: "Edit user group"
slug: "edit-user-group"
description: "Edit user groups in the Knowledge base portal by updating roles, associating users, and renaming groups with simple steps for effective management."
updated: 2026-10-22T07:22:32Z
published: 2026-10-22T07:22:32Z
canonical: "docs.document360.com/edit-user-group"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit user group

Editing a user group in Document360 lets you update the group's name, description, project role, content role and access, and associated users. Changes to a group's roles apply immediately to all users associated with that group, so you can update permissions for an entire team in a single operation.

---

## When to edit a user group

- A team's responsibilities have changed and their project role or content access needs to be updated.
- You need to add new team members to an existing group.
- The group's name or description no longer reflects its purpose.
- You need to adjust which workspaces, languages, or categories the group can access.

---

## Before you begin

- You must have the **Owner** or **Admin** portal role.
- Be aware that changes to a group's project role or content role apply immediately to **all users** associated with that group.

---

## How to open the user group for editing

1. Navigate to **Settings** () > **Users and security** in the left navigation bar in the knowledge base portal.
2. In the left navigation pane, navigate to **Users and groups**.

By default, the **User** tab will be selected.
3. Navigate to the **User groups** tab.

A list of existing user groups will appear.
4. Hover over the desired user group and click the **Edit** () icon.

The user group page will appear.

![User group details page showing associated users, project role, and content role sections.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Edit%20user%20group%20page.png)

> [!NOTE]
> **NOTE** Click the preview () icon to view the portal role and content role.

---

## Add an associated user

1. In the **Associated users** pane, click **View all** if needed to associate another user.
2. In the **Edit user group** panel, the **Associated users** section will appear.
3. In the User dropdown, search for the desired user and select the checkbox.
4. Click **Update**.

---

## Update the project role

1. In the **Project role** section, assign the desired portal role for the group.
2. Click **Update**.

---

## Update the content role and access

1. In the **Content role & access** section, assign the desired content role and content access for the group.

 NOTE

- In the content access section, if you have selected **Workspace/Language** or **Category**, specify which workspace/language or which category the group has access to.
- Selecting a parent category automatically selects all its subcategories, shown with an **Inherited** badge.
- If Block Inheritance has been applied to a specific category or subcategory, that will be excluded from the automatic selection. It appears unchecked with an **Inheritance blocked** badge, and you can manually select it to grant explicit access to that category.
- The category tree only displays categories you have access to.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/user-categories-selection.png) 2. Click **Update**.

---

## Rename a user group

1. Navigate to **Settings** () > **Users and security** in the left navigation bar in the knowledge base portal.
2. In the left navigation pane, navigate to **Users and groups**.
3. In the **User groups** tab, hover over the desired user group and click the **Edit** () icon.
4. Hover over the user group name and click the **Edit** () icon.
5. Update the **Name** and **Description** fields.
6. Click **Update**.

 NOTE

If you use SCIM to manage your users and groups, you can't rename SCIM-provisioned user groups in Document360. Change the group name in the Service Provider instead.

---

## Considerations

| Limit | Detail |
| --- | --- |
| Immediate effect | Changes to a group's project role or content role apply immediately to all associated users. |
| Workspace/Language and Category access | When using **Workspace/Language** or **Category** access, you must specify which workspace, language, or category applies. |

---

## Best practices

- Review the full list of associated users before changing a group's project role or content role. The change applies to every user in the group immediately — verify that all members should receive the updated permissions.
- Use **Add another content role** if the group needs different access levels for different categories rather than restructuring into multiple groups.
- Keep group names and descriptions up to date. A group named "Q1 Writers" that is still active in Q3 will cause confusion during access audits.
- Make one type of change at a time (role, access, or membership) and confirm it before making the next. This makes it easier to identify if something does not look right after saving.

## Related

- [Edit user](/edit-user.md)
- [Edit reader](/edit-reader.md)
- [Block reader group inheritance](/block-reader-group-inheritance.md)