Group Settings

This feature allows you to create groups in advance by grouping members together as needed. When adding members to a project, you can add the entire group at once instead of individually. Additionally, you can set permissions for each group within a project, ensuring there are no oversights or mistakes in assigning roles and permissions.

 

How to Create a Group

Note: This feature is only available on computer.

Note: Only Company Admins can use this feature.

 

1. Click on Settings, then select Group Settings.

 

2. Click on + Add Group.

 

3. Enter the group name and click Next.

 

 

4. Select the members you want to add and click Add.

Both internal and external members will be displayed. If you select Project Admin on the right side, the members will be added to the group with the "Project Admin" role already assigned when you add them.
 

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