Create & Manage Groups

Overview

Create, edit and manage groups of users. Groups are created at the account level and can then be assigned to specific projects as needed. Once a group is assigned to a project, all its members are automatically added to that project.

Before you start working with groups, read Users & Groups.

How to access Groups

1. Hover over User Management.
2. Click Groups.
   

Search Groups

To search for a group:

1. Type your search term.
   

The search filters by group name, leader first name, last name, company, email address, and projects. If no groups match, "No groups found" is displayed.

View a Group's Projects

The Groups table includes a Projects column showing which projects each group is assigned to. The column displays the alphabetically first project name. If the group is assigned to more than one project, a +N indicator shows the number of additional projects.

To view all projects a group is assigned to:

1. Click the +N indicator in the Projects column.
   

The group may also be assigned to projects you don't have access to.

Create a Group

To create a group:

1. Click Create group.
   
2. Type the group name.
3. Click +Add members.
   
4. Select users from the list.
   (Selected users show a ✔. Unselected users show a +.)
5. Optional: Click selected users to remove them.
6. Optional: Use the search bar to filter by name or company.
   
7. Select a group leader by hovering over a member and clicking Set as leader.
8. Click Create.
   

After a group is created, it can be assigned to projects. Read more in Manage Groups of a Project.

Edit a Group

When you add members to a group, they are automatically added to all projects the group is part of. When you remove members, you can choose whether to also remove them from those projects or keep them as individual project members. Any tickets assigned to removed users will be unassigned.

To edit a group:

1. Click the group.
   
2. Make your changes — you can update the group name, add or remove members, and change the group leader.
3. Click Apply.
   

Delete Group

To delete a group that is not used in any projects:

1. Open the More menu
2. Click Delete group.
   
3. Click Delete group to confirm.
   

To delete a group that is used in one or more projects:

1. Open the More menu
2. Click Delete group.
   
3. Optional: Select Remove users managed by the group from projects. Any tickets assigned to removed users will be unassigned.
4. Type Delete in the confirmation field.
5. Click Delete group.
   

Deleted groups cannot be restored.
You cannot delete groups used in projects to which you don't have access.