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Groups

Overview​

The Groups feature lets you organize users and set usage limits across your organization. This guide explains how to work with groups in the platform.

Groups

Core Concepts​

  • Groups: Organizational units that help you organize users into teams and apply spending limits.
  • Default Group: Automatically assign new users to a default group.
  • Transaction Limits: The maximum number of tokens a user in the group can spend in a single transaction.
  • Group Consumption Limit: The total number of tokens that all members of a group can spend collectively.
  • Role-Based Access: Only Client Admins and Super Admins can manage groups; regular users can view group membership and limits.

How to Manage Groups

Must be an Admin to manage groups

Create a New Group​

  1. Select the Add Groups icon in the top right of the page.
  2. Enter a Name for the group.
  3. (Optional) Enter a Description, Transaction Limit, and Total Consumption Limit.
  4. If changing the default group, toggle the Default field to ON.
  5. Select Confirm to save or + Add More to create additional groups.

Create New Group

Assign Team Members​

  1. Navigate to the Team page.
  2. Hover over the team member and select the edit icon on the right side of the table.
  3. Select a group from the Assign Group dropdown.
  4. Select Save to save your changes.

Assign Groups

Edit Groups​

  1. Hover over the group and select the edit icon on the right side of the table.
  2. A modal will appear where you can:
    • Set the group as a default
    • Add/Remove/Edit Transaction Limit
    • Add/Remove/Edit Consumption Limit
    • View/Remove Team Members
  3. Select Save to save changes.

Manage Groups

Understanding Usage Limits​

When usage limits are applied to a group, every user in that group inherits those limits. Usage limits apply when spending tokens in the Builder, Python SDK package, and MCP server.

  • Transaction Limits:
    When a transaction limit is set for a group (e.g., 100 tokens), any user in that group can only consume 100 tokens per transaction.

  • Total Consumption Limit:
    Setting a total consumption limit for a group is like setting the total spend or budget for a team. For example, if a consumption limit is set for 1,000 tokens, all team members in that group cannot exceed a total spend of 1,000 tokens.

    • The total consumption for a group cannot be reset.
    • To allow additional spending after the limit is reached, you can edit the group and increase the limit.

Note: If a user is moved from Group A to Group B, their consumption while in Group A applies to Group A’s consumption limit (if any).

  • Group vs User Transaction Limits:
    Usage limits can be assigned at both the User and Group level. If a user has both a User Transaction Limit and a Group Transaction Limit, the lowest limit will apply when consuming tokens.

  • Group vs User Consumption Limits:
    If a consumption limit is applied to both the user and their group, whichever limit is reached first will apply.

    • Example: If a group has a 1,000 token limit that has already been reached, and a user has a 500 token limit, even if the user has only consumed 400 tokens, they will still be blocked from spending tokens because the group limit has been reached.