Groups help you manage access to project resources for a set of related users.
- A user can belong to multiple groups.
- Your company account can have up to 100 groups.
- Groups are managed by administrators and user managers.
For example, you can create a group of related users (members of Team B) and add that group to multiple projects in various project roles (participant in Project X, viewer in Project Y, etc.). When a new user joins your organization, add the user to the group; the user inherits the group’s permissions across all of the projects.
You can’t assign resources to a group directly. Use projects to manage resource assignment for groups. For more information about projects, see Sharing resources with projects.
Creating and populating a group
To create a group
From the navigation bar, click Admin > Groups.
The Groups page displays.
Click (New Group). The Create Group window displays.
- Type a Group Name and (optionally) a Description that displays on the group detail page.
- Click Create. Once you’ve created the group, it displays in the group list.
To edit an existing group
Next to the group you want to edit, click (Edit group). The Update Group window displays.
- Change the Group Name or the Description.
- Click Update. The changes display on the group list.
To add users to a group
Click on the group name. The group detail page displays.
- Click Add User(s) To Group to display a list of all users in the account.
Click Add To Group next to the name of every user to add to the group. They appear in the list:
- Click Done.
Adding groups to a project
Projects help you manage collaboration and resource sharing for a team. You can add users directly to projects or add them as part of a group. When you add a group, all members of that group have access to the project based on the project role you assign.
To add a group to a project
Click Add Group To Project(s). All of the projects in the account display.
- Select a Role to assign to the group members in the project. For more information about project roles, see Sharing resources with projects.
- Click Add Group to Project(s).