Groups
Use groups to manage access across teams without configuring every user individually.
Overview
Groups let you manage access for multiple users without configuring each user individually.
Users inherit administrative roles, external access, feature permissions, and network restrictions from the groups they belong to. Folder access is managed separately.
How to create a Group
Configure the Group
Enter a Group name that describes who the group is for or the access it provides.
For example:
Finance team
External partners
SFTP-only users
File operations administrators
Configure the administrative roles, external access, feature permissions, and network ACLs required for members of the group.
Group access and permissions
When creating or editing a group, you can configure the permissions and access controls that apply to its members.
Administration roles
Groups can grant either, both, or neither of the available administration roles.
Administrator
Enable Administrator Role for users who need access to the Admin Panel.
Administrators can configure users, groups, settings, and permissions.
Team Member
Enable Team Member Role for staff who need operational access without full account administration.
Team Members can access shared folders and can create and manage external users and file sharing.
External access
Use External Access to control which connection methods members of the group can use.
Available options are:
Allow SFTP/SCP/Rsync
Allow Web Portal
Allow Upload Portal
Allow FTP/FTPs
Only enable the connection methods required by the group.
For example, an external partner group might only require SFTP access, while an internal operations group might require both the Web Portal and SFTP.
Feature access
Use Enable Features to control which Couchdrop features members of the group can use.
Available permissions are:
Allow Shared Links
Allow Inboxes
Allow Workflows
Allow Inbound AS2 Stations
These permissions control access to the features themselves. They do not automatically grant access to every folder or file.
Network ACLs
Use Network ACLs to restrict members of the group to approved IP addresses or network ranges.
Select Add, then enter an individual IP address or CIDR range, for example:
When Network ACLs are configured, members of the group can only connect from the addresses or networks on the allow list.
Managing existing groups
The Groups page lists existing groups and their administration roles.
To edit a group, select its row to open the group configuration.
To delete a group, either:
Open the group and select Delete group
Hover over the group row, open the three-dot menu, and select Delete
Best practices
Create groups around access requirements rather than individual people.
For example:
SFTP partners
SFTP access only
Finance operations
Web Portal, Shared Links, and Inboxes
Automation managers
Workflows
Administrators
Administrator Role
This keeps access consistent as users join, leave, or change responsibilities.
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