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User Groups

How do I assign users to a user group?

S
Written by Sophia Siddig
Updated today

#admin #usermanagement


Introduction

User groups help you organize teams efficiently in contentbird and assign workflow tasks more effectively. Instead of selecting individual users manually, you can work with groups and significantly simplify your processes.


Explanation of the Feature

User groups are collections of users who can be assigned to specific tasks or responsibilities—especially within workflows.

Typical examples include:

  • Editorial team

  • SEO team

  • Social media

  • Approval / management


Usage and Setup

1. Create User Groups

Before assigning users, you first need to create user groups:

  • Go to Setup → System → Administration

  • Create a new user group

  • Define a suitable name (e.g. “Editorial Team”)

These groups can later be used in workflows.


2. Assign Users to a Group

The actual assignment is done in the user settings:

  • Open the user management

  • Select the desired user

  • Go to “User Details”

  • Select one or more user groups

The user will then become a member of all selected groups.


Usage in Workflows

Once user groups are defined, you can use them in workflows:

  • Tasks are assigned to a group instead of an individual

  • Group members can take over the task

  • This increases flexibility and reliability


Best Practices

  • Keep groups clear and functional (e.g. based on roles, not individuals)

  • Avoid creating too many groups to maintain clarity

  • Use groups especially for recurring workflow tasks

  • Combine groups with substitution rules for maximum flexibility


Conclusion

User groups are an essential building block for structured teamwork in contentbird. They simplify task assignment, make workflows more flexible, and ensure that your content processes remain stable—even when responsibilities change.

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