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    Groups - Airtable admin panel
    • 29 Jul 2024
    • 3 Minutes to read
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    Groups - Airtable admin panel

    • Updated on 29 Jul 2024
    • 3 Minutes to read
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    Article summary

    Plan availability

    Business and Enterprise Scale only

    Platform(s)

    Web/Browser, Mac app, and Windows app

    Related reading

    Airtable terminology

    • Admin panel - A centralized set of tools to help admins manage their organization’s Enterprise account. It's a designated surface that includes ways for admins to view and manage users, groups, reports, bases, and more. It is not visible or available to non-admins.

    Groups in admin panel

    The "Groups" page of the admin panel lets Airtable admins manage and view information about the User Groups associated with their organization. Groups can be helpful for things like on/offboarding and adding/removing users from a specific team’s Airtable User Group.

    admin_panel_groups_homepage

    Accessing the admin panel

    1. Visit your Airtable homepage.

    2. Click your account menu icon in the top-right corner.

    3. Select Admin, then Groups.

    The information and options on the "Groups" home page allow admins to:

    • View all current user groups that exist within their organization

    • Search for a specific user group

    • Download a CSV file of the displayed list of groups

    • Create a new user group

    • See the number of members in each user group

    • View the time period that the group was created

    • Open up an individual group page to view more information about the group and perform additional actions

    The individual "Groups" page allows admins to:

    • Change the group name

    • Leave a group that you, as an admin, are a member of

    • Delete the group

    • Search for particular users within the group

    • Download a CSV file of the displayed list of users

    • Invite users (other users from your organization) to the group

    • Remove members from the group

    • Assign a group manager or managers

    • View the date the individual user was added to the group

    Groups home page

    From the "Groups" home page, admins can search for groups by their group name. Additionally, groups can be sorted by:

    • Group name

    • Members 

    • Interfaces

    • Bases

    • Workspaces

    • Org unit 

    • Date created 

    To sort, simply click the header column that you would like to sort by:

    admin_panel_groups_homepage_sorting

    Individual group pages in admin panel 

    On an individual group’s page, admins can review individual members and pending invitations for that group.

    On the Members tab, admins can search members by name and sort by:

    • Member name - alphabetically (arrow down) or reverse-alphabetical order (arrow up)

    • Email - Email address alphabetically (arrow down) or reverse-alphabetical order (arrow up)

    • Group manager - Managers at the top (arrow down) or at the bottom (arrow up)

    • Date added - Longest tenured group members (arrow down) or most recently added members (arrow up)

    On the Pending invites tab, admins can resend invitation emails up to once per day and delete pending invitations. They can also search for pending invitations by email address, and sort by:

    • Email - Invited email address alphabetically (arrow down) or reverse-alphabetical order (arrow up)

    • Invited by - Referring user’s name alphabetically (arrow down) or reverse-alphabetical order (arrow up)

    • Last invited - Email addresses to which invites were sent most recently at the bottom (arrow down) or at the top (arrow up)

    Creating and deleting groups in admin panel

    To create a group in admin panel:

    1. Visit your admin panel. 

    2. Click Groups.

    3. Click + Create a group. 

    4. Enter your preferred group name and org unit. 

    To delete a group in admin panel:

    1. Visit your admin panel. 

    2. Click Groups.

    3. Select the checkbox next to the group name and click the ... icon. 

    4. Select Delete. 

    Adding and removing users from a group

    Note

    Only internal, provisioned, users may be added as members of a group. External or deactivated users are unable to be added.

    When inviting a non-Airtable user to a group via email, the invited email’s domain must match an email domain belonging to your enterprise account. The invitation recipient will have to sign up for Airtable and verify their email address before they can access the group.

    To add users to a group:

    1. Visit your admin panel. 

    2. Click Groups. 

    3. Open your preferred group page. 

    4. Click + Add members.

    5. A form opens, allowing you to enter a comma-separated list of both new and existing collaborator emails to invite to your group.

      1. You can search for existing users in your organization by name or email. These users will automatically accept the invitation.

      2. Collaborators who aren't currently in your organization must accept your email invitation before they appear in your group's member list. Collaborators who haven't accepted the invitation appear in the visible "Pending invites" tab.

    To remove a user from a group:

    1. Visit your admin panel. 

    2. Click Groups.

    3. Open your preferred group page. 

    4. Select the checkbox next to the name(s) you want to remove from the group.

    5. Click Remove member.

    CSV downloads

    Note

    Learn how to import CSV files into Airtable.

    Exporting groups data

    1. Visit your admin panel.

    2. Click Groups. 

    3. Click CSV in the top right corner. 

    Homepage CSV data

    • User first name

    • User last name

    • User email 

    • Account types

    • Two-factor auth enabled?

    • Email verified

    • Invited by ID

    • Invited by email

    • Last active (UTC)

    • Joined (UTC)

    • Seat type

    • Seat upgrade data

    • Seat upgrade reason 

    • SCIM: External ID, Title, Cost center, Department, Division, Organization, Manager display name, and Manager 

    Individual group page CSV data

    • Member User ID 

    • Name

    • Email

    • Role

    • User state 

    • Added on (UTC)

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