Manage groups
Groups let you manage project access at a team level rather than per user. You assign projects and roles to a group once, and every member of the group inherits that access automatically.
Creating and managing groups requires the global Administrator role.
Create a group
- Go to Administration → Groups.
- Click New group.
- Enter the group name.
- Click Create group.
You are redirected to the newly created group where you can add projects and members.
Add projects to a group
In the group details view:
Click Add projects.
Enter the project name in the search field and select it from the list.
In the Project role dropdown, select the role to assign to group members:
- Owner — full access: view and edit all project entities and manage project settings.
- Write — view and edit project entities. Project settings are not available.
- Read — view project entities. Editing and settings are not available.
- Custom role — defined in Administration → Permission Sets.
The group's project role does not affect users with the global Guest role — guests can only view project entities regardless of the group role. See Project access model.
Change or remove projects
In the group details view, go to the Projects tab.
To change the role for a single project, find the project in the list and open the role dropdown on the right side of its row to select a new role.
To act on multiple projects at once, select them with checkboxes and use the Change role or Remove from group action in the upper-right corner of the list.
To remove a single project, click ⋯ → Remove from group next to it and confirm.
Add members to a group
In the group details view:
- Go to the Members tab.
- Click Add members.
- Search by first name, last name, username, or email.
- Select the members from the list.
- Click Add members.
Remove members
In the group details view, go to the Members tab.
To remove a single member, click ⋯ → Remove from group next to them and confirm.
To remove multiple members, select them with checkboxes and click Remove from group in the upper-right corner of the list, then confirm.
