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Groups help organize users in Chamelio. You can create groups by department, role, or any other structure - then use them to manage document access and permissions at scale.

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Accessing Groups

Navigate to Settings > Groups at app.chamelio.ai/settings. Admin access is required.

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Creating a Group

1

Go to the Groups section

Open Settings and select the Groups tab.
2

Create a new group

Click the “Create new group” button.
3

Name the group

Enter a descriptive name for the group (e.g., “Legal Team”, “Finance”, “Sales”).
4

Assign members

Add users to the group. Each group displays its member count.

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Managing Groups

  • Use the search bar to find specific groups in large organizations
  • Edit or delete groups using the icons next to each group entry
  • Each group shows its member count at a glance

User Management

Add, edit, and remove users and assign roles