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How to manage custom groups, group members, and group roles

This feature requires an Enterprise plan.

You can create and manage your user groups and assign specific roles to all team members, streamlining administration and ensuring the right people have the right access across your organization using the custom groups feature.

In this article:

What to know before creating custom groups

  • If your account is an Enterprise organization with multiple workspaces, you must be an Organization admin to create and manage custom groups.
    • Workspace admins can then invite groups to an individual workspace.
  • If the above doesn't apply to you, you have a single-workspace Enterprise account. In that case, you must be either the account owner or an admin to manage custom groups.

How to create a custom group

  1. After logging into Vimeo, open the account dropdown menu on the top right of the screen.
  2. Select the option that says either Manage team or Manage organization.
  3. From the left sidebar, select Groups to create a new group or to view existing.
  4. Click on the New group button to create a new group.
  5. When a prompt appears on your screen, type your desired group name.
  6. Add the names of the members you want to include in the group and select Create group.

How to add members to my group

You have the ability to add members to your new or existing groups. Please note that you can only add current team members to your groups. 

Manual search

  1. Select the three dots (...) menu and choose Manage members. 
  2. At the top of the pop-up modal, select the Add members icon. 
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  3. Type in the name or email of the team member you'd like to add to your group. 

Upload CSV

  1. After selecting Add members, choose the Upload CSV option at the bottom left corner of the modal. 
  2. Upload your CSV file. 
    • Ensure the CSV file contains a list of only the email addresses associated with the team members you'd like to add to your group. 
  3. Once your file has been uploaded, a message will appear stating, Your CSV is being uploaded. Please come back later. 
  4. Check back after a few minutes to make sure all team members have been successfully added to your group. 

How to assign a group role

Assign a role to all current and future users inside your user group.

  1. Click on the options menu icon. Select Set default role.
  2. Click on the dropdown to assign a role.

How to invite a group into a workspace

If your Enterprise account is an organization with multiple workspaces, you have an additional layer of permission management. Organization admins can create and manage groups at the organization level as described above or using SSO. 

In addition, if you are a workspace admin, you can invite any group in the org to your workspace. To do so:

  1. Open the account dropdown menu in the upper right corner, then select Settings.
  2. On the left-hand side, select Groups.
  3. Select Invite group.
  4. Search the group name, hover over it, and select Invite.
  5. Choose a role for that group: Admin, Contributor, or Viewer. All members of that group will be given that permission within that workspace unless they were individually given a different permission level.
  6. Select Invite.
  7. All members of that group will now have the assigned role in your workspace.

Making the most out of groups

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