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
   

Create a Group

To create a group:

1. Click Create group
   
2. Type the group name
3. Select the group leader from the drop-down menu
4. Select the first user in the group
   
5. Each time you add a user, a new drop-down will appear allow adding more users, so you can add as many users as you want
6. Click Save
   

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

Edit a Group

To edit a group:

1. Click the edit icon
   
2. Make your edits 
3. Click Save
   

Delete Group

To delete a group:

1. Click the delete icon
   
2. Click Delete group to confirm the deletion of the group
   

Deleted groups cannot be restored.

Groups that are assigned to projects cannot be deleted.