Manage Groups of a Project – PlanRadar HelpCenter

Overview

Add groups to your projects, remove them, or change their role in the project.

Access & Permissions

To manage groups of a project, you need an in-house user with the user permission 'Projects'. Read more in Permissions.

How to access Groups

Webapp
Mobile

Click Projects
Select the project whose groups you want to manage
Click Add groups

Tap Project details
Tap Groups

Add Group to Project

For groups to be added to projects, they must already be created in your account as explained in Create & Manage Groups. To add an existing group to a project:

Webapp
Mobile

Click Add group
Select the checkbox(es) of the group(s) you want to add to the project
Click Next
Select a role for the group

Read more in Create & Manage Roles.

If you select more than one group, the same role will get assigned to all of them. You can edit the role as explained in Edit Group of Project below.

Tap the + sign in the right top corner
Select the group you want to add to the project

You can add only one group at a time.
Tap Select role for group
Select a role for the group
Tap Add to project

If you add a group containing a member who is already a user in the project but with a different role, they will be assigned the group's role. However, you can still change that user's role, independent of the group's role, by navigating to Project > Add user.