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Add Groups

Learn how to create new Groups on Trio Business.

Updated over 2 weeks ago

The Add New User Group module allows administrators to define logical groupings of users based on department, role, or directory affiliation. This supports scalable policy assignment, access control, and lifecycle management.

Configure Group Details

Access the module from:
​Directory > Users Group > Add New User Group

Under Group Configuration:

  • Enter a unique Name for the group. This field is required.

  • (Optional) Provide a Description to document the purpose or scope of the group.

Expand the Membership Controls section to define how users will be added:

  • Static: Manual group assignment. Administrators must explicitly add or remove users.

  • Dynamic: Rule-based membership. Users are added automatically based on directory or attribute filters. Updates may occur in real-time or via admin approval, depending on platform policy.

Select Next to proceed.

Assign Users

In the Users tab:

  • Use the table to select which users to associate with the new group.

  • The list displays user metadata such as state (Active, Suspended, Staged, Deleted), current groups, email, and MFA (Multi-Factor Authentication) status.

  • Use the column filters or search input to refine the user list.

Select users via the checkboxes, then click Next.

Link Directories

In the Directories tab:

  • Choose which identity provider(s) the group should be associated with. This ensures synchronization of membership from platforms such as Google Workspace, Active Directory, or Microsoft.

  • The Sync status column indicates connection state: Connected or Not Connected.

Select the relevant directories, then click Finish & Save User.

If you have more questions regarding Trio Group management, please contact Trio Support.

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