User group management

Workato Identity enables you to create and manage user groups. You can store users and groups at the account level (above environments) and assign access to specific groups. This lets builders scope user access more securely.

User groups

You must add users to Agentic with your external IdP or add users manually before you can assign them to a user group. You can assign access to specific genies for each group. Each group must have at least one user assigned to it.

Create a user group

Complete the following steps to create a user group:

1

Sign in to Workato.

2

Click Workspace admin in the sidebar. The Access control page displays by default.

3

Click User groups in the sidebar.

4

Click Create user group.

5

Provide a name for the group in the Group name field.

Create the user group

6

Select the users you plan to add to the group. Each group must include at least one user.

7

Click Create.

Add users to a user group

Complete the following steps to add users to a user group:

1

Sign in to Workato.

2

Go to AI Hub and select the feature where you plan to add users to a group.

3

Click End user access in the sidebar.

4

Click Add end-user groups.

5

Use the User groups drop-down menu to select the user groups you plan to provide with Workato GO or genie access.

Select user groups

6

Click OK when you're finished adding user groups and then click Add.