Creating and Managing Project Groups
In this article, you'll learn more about creating and managing groups in projects.
Written By Rico van der Stelt
1. Create a group
Go to the project.
Go to Project Members.
Go to Groups.
Click New Group.
Enter the name.
Select the members of this group.
Optionally, link a subgroup.
Click Save and Close.
💡 Tip: Project groups can only be used within this project.
2. Edit Group
Go to the project.
Go to Project Members.
Go to Groups.
Click on the group you want to edit.
Click Edit.
Click Save and Close.
3. Delete a group
Go to the project.
Go to Project Members.
Click on the group you want to delete.
Click Edit.
Click Delete.
4. Add users to a group
Go to the project.
Go to Project Members.
Go to Groups.
Click on the group you want to edit.
Click Edit.
Add the users to the group.
Click Save and Close.
⚠️ When a user is added to or removed from a group, it may take up to 5 minutes for the group’s permissions to be applied to the user.
5. Manage Permissions
The permissions you set for a group apply to all users in that group.
In your project, go to Access.
Go to Files.
Search for the group using the search bar.
Adjust the permissions.
Click Save.
📖 Want to learn more about setting permissions? Check out the article: Manage Rights