Group administration
The Groups page, found under the Admin section in the navigation menu, is visible to System Administrators, User Administrators, and users with Manage Groups permission for an Organization. This page provides tools to manage User Groups, Project Groups, Task Groups, and Resource Groups.
Overview
The Groups page allows you to manage different types of groups. Use the tabs at the top of the page to switch between the different group types. The table view lists groups for the selected type.
Click the + create new group link to create a new group of the currently selected type.
Use the text search box to filter groups by name.
Use the Sort by field to change the sort order, or click on a column header.
Click on a group name in the table to open the Group Details view.
User Groups
A User Group is a set of users that can be used for filtering and assigning permissions. User Groups simplify access management, allowing permissions to be applied to all members of the group.
Columns:
Group Name: The name of the group. Click to open the group details. System-created user groups have a BUILT-IN badge. These groups can still be modified or deleted.
Created by: The user who created the group.
Members: The number of users in the group.
Has Permissions: Displays a green checkmark if the group has permissions assigned. Members of the group inherit these permissions.
Description: An optional description of the group.
Project Groups
A Project Group is a set of projects used for filtering and referenced in permission records. Project Groups are scoped to an organization, meaning the projects must belong to the same organization.
Columns:
Group Name: The name of the group. Click to open the group details.
Created by: The user who created the group.
Members: The number of projects in the group.
Permission Usage: The count of permission records that reference this group.
Description: An optional description of the group.
Use the Organization filter to view groups specific to each organization if you have access to more than one.
Task Groups
A Task Group is a collection of tasks that can be used for filtering and referenced in permission records. Task Groups are also scoped to an organization.
Columns:
Group Name: The name of the group. Click to open the group details.
Created by: The user who created the group.
Members: The number of tasks in the group.
Permission Usage: The count of permission records that reference this group.
Description: An optional description of the group.
Use the Organization filter to view groups specific to each organization if you have access to more than one.
Resource Groups
A Resource Group is a set of project resources that can be used for filtering and referenced in permission records. Resources are assigned to groups per project.
Columns:
Group Name: The name of the group. Click to open the group details.
Created by: The user who created the group.
Members: The number of resources in the group.
Permission Usage: The count of permission records that reference this group.
Description: An optional description of the group.
Use the Organization filter to view groups specific to each organization if you have access to more than one.
See also
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