---
title: "Create and manage groups"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/users-groups-and-categories/groups/"
md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/users-groups-and-categories/groups.md"
last_updated: "2026-06-08T09:14:14.497Z"
description: "Create groups, add members, and configure dynamic group criteria in Nutrient Workflow Automation."
---

# Create and manage groups

Use groups to organize users in Nutrient Workflow Automation. You can assign groups to tasks, roles, reports, and dashboards.

## Navigate to groups

To open the groups page:

1. Navigate to **Administration** > **Groups** from the left navigation menu.

2. Click **Add Group**.

The groups list shows a member count for each group so you can identify empty groups.

## Create a group

When you create a group:

- Enter a **Group Name**.

- Optionally enter a **Description**.

- Enable **Dynamic** if you want the group to populate from Dynamic SQL criteria.

After you save the group, you can add members right away. You can also return later and use the **Manage Members** icon to add or remove members.

## Manage group members

For standard (non-dynamic) groups, you can add:

- Individual users

- Other groups

To add members, click the **+** icon next to each user or group.

## Create a dynamic group

Dynamic groups populate members from a query.

1. Set **Dynamic** to **Yes**.

2. Enter criteria in the **Dynamic SQL** field.

The expression in **Dynamic SQL** acts as the `WHERE` portion of a SQL query the system runs when it resolves the group.

Example: If your criteria filters users with `TITLE = 'Reviewer'`, the group includes users whose title is Reviewer each time the group is referenced.

## View a group’s permissions

To view all permissions assigned to a specific group across item types (such as processes, forms, and dashboards), click the (**Key** icon) in that group’s actions column.

This opens the [Group Permissions List](https://www.nutrient.io/guides/workflow-automation/admin-guide/permissions/permissions-overview.md#viewing-all-permissions-for-a-user-or-group), where permissions are grouped by item type and support filtering and CSV export.

Only system administrators can access the permissions view. For more information, refer to the [permissions overview](https://www.nutrient.io/guides/workflow-automation/admin-guide/permissions/permissions-overview.md) guide.

## Dynamic SQL field names

If you use multiple attributes in Dynamic SQL, enclose the SQL expression in parentheses `( )`.

Use the following Workflow Automation contact table fields when building dynamic group criteria:

- CONTACT_ID

- NT_ID

- FIRST_NAME

- MIDDLE_NAME

- LAST_NAME

- EMAIL

- PHONE

- TITLE

- DEPARTMENT

- COST_CENTER

- DIVISION

- REPORTS_TO_GUID

- C_FIELD_1

- C_FIELD_2

- LOCATION

- ADDRESS1

- ADDRESS2

- CITY

- STATE

- ZIP

- COUNTRY
---

## Related pages

- [Managing active and inactive users made easy](/guides/workflow-automation/admin-guide/users-groups-and-categories/active-and-inactive-users.md)
- [Add and manage user accounts](/guides/workflow-automation/admin-guide/users-groups-and-categories/add-users.md)
- [Public-facing forms in Nutrient Workflow](/guides/workflow-automation/admin-guide/users-groups-and-categories/creating-a-guest-account.md)
- [Organize your categories for efficient workflow](/guides/workflow-automation/admin-guide/users-groups-and-categories/categories.md)
- [Efficiently delegate tasks with our simple guide](/guides/workflow-automation/admin-guide/users-groups-and-categories/delegations.md)
- [Users, groups, and categories](/guides/workflow-automation/admin-guide/users-groups-and-categories.md)
- [View, edit, and search users](/guides/workflow-automation/admin-guide/users-groups-and-categories/view-edit-search-users.md)
- [Easily replace users in your workflow automation](/guides/workflow-automation/admin-guide/users-groups-and-categories/replace-users.md)
- [Import and sync users](/guides/workflow-automation/admin-guide/users-groups-and-categories/import-and-sync.md)
- [Org chart](/guides/workflow-automation/admin-guide/users-groups-and-categories/org-chart.md)
- [Create a seamless user self-registration process](/guides/workflow-automation/admin-guide/users-groups-and-categories/user-self-registration.md)