Gen3 Groups

Groups

Start Here

1. Open Groups from the tenant sidebar.
2. Create or join a group per collaboration boundary.
3. Invite members and confirm roles.
4. Share agents and datasets into the group when resources should move with membership.

Why this matters

Groups align sharing with real teams so agents and datasets do not leak tenant-wide when only a unit should collaborate.

Details

Gen 3 uses Groups as the active collaboration boundary where GT2 often exposed similar behavior under teams. Groups control who collaborates together and which shared agents or datasets are visible inside that collaboration space.

What the current page supports

The active Groups page supports:

• creating groups
• editing group details
• reviewing pending invitations
• reviewing pending observable requests
• searching and filtering the group list
• leaving groups you do not own
• deleting groups you own
• opening the detailed group management shelf

Open collaboration vs managed groups

Gen 3 supports two collaboration styles:

• Open collaboration groups for general shared work
• Managed groups with an assigned manager and governance fields such as monthly budget, budget notes, allowed model IDs, and default spend scope

If a group is managed, expect stronger controls around observability and administration.

Main page workflow

1. Open Groups.
2. Review any pending invitations or observable requests.
3. Use search, membership filters, and sorting to find the group you want.
4. Open the group's management shelf for detailed actions.

What you can do from the list page

Create a group

The create form supports the group name, description, default resource permission, and optional managed-group governance fields. Use managed groups when a group needs an explicit manager or policy controls rather than lightweight collaboration.

Review invitations and observable requests

The active GT3 page surfaces invitation banners and observable-request banners directly on the route. Handle those before troubleshooting missing group access.

Bulk leave or delete

The list supports selection-based leave and delete actions where your permissions allow them. Owners can delete owned groups, while non-owners can leave groups they no longer need.

How groups affect other pages

• Agents can be shared into a group
• Datasets can be group-shared
• Observability may use managed-group scope for some tenant managers

Best practices

• Create separate groups when membership or resource access genuinely differs.
• Use clear names and descriptions so users know why a group exists before joining it.
• Prefer group sharing over broad organization-wide visibility when content is team-specific.
• Use managed groups when you need explicit oversight, model restrictions, or budget notes.

Related guidance

• Managing Membership and Sharing
• Sharing Agents
• Datasets