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Create and use a member group

Create logical groups of members

Use member groups to apply the same compliance and transactional policies across multiple members.

Create a member group

  1. Go to Vault Settings.
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  2. Click Member Groups.

  3. Click + New Group to open the form.

  4. Enter the name of the group and click Create Group.

Add a member to a group

  1. Go to Vault Settings > Members.
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  2. Select the member type.

  3. Click the 3-dot action menu of the user you want to add and select + Add to Member Group.​

  4. Select the group from the list and click Add.


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  5. This now requires admin quorum approval.

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