Groups

Groups let you control which vendor profiles are available to which team members. This is useful when different parts of your security team need access to different environments.

How groups work

• A group contains team members and has vendor profiles assigned to it
• A team member can be in multiple groups and sees the union of all assigned profiles
• If your organization has no groups, all team members see all vendor profiles (default behavior)

Example:

Group	Members	Profiles
SOC Team	Alice, Bob	CrowdStrike Production, Defender for Endpoint
Cloud Team	Carol, Bob	Defender for Cloud

In this example, Bob sees all three profiles because he is in both groups. Alice only sees CrowdStrike Production and Defender for Endpoint. Carol only sees Defender for Cloud.

Creating a group

1. Go to Groups (admin-only page).
2. Click Create Group.
3. Enter a group name and optional description.
4. Click Create.

Adding members to a group

1. On the Groups page, expand the group you want to modify.
2. Click Add Members.
3. Select team members from the list (members already in the group are excluded).
4. Click Add.

Assigning profiles to a group

1. On the Groups page, expand the group.
2. Switch to the Profiles tab.
3. Click Assign Profiles.
4. Select the vendor configurations to assign.
5. Click Assign.

Removing members or profiles

Click the Remove button next to any member or profile within the group detail view.

Deleting a group

Click the Delete button on a group. This removes all member and profile assignments. Team members who were only in this group will fall back to the "no groups" behavior and see all profiles.

TIP

Groups are optional. If you don't need to restrict profile access, you can skip this feature entirely and all team members will see all vendor configurations.