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Creating User Groups

Table 57. Availability - Legacy plans


Overview

Account admins can create new user groups. On Enterprise accounts, account admins' right to create new user groups can be revoked.

User groups are customizable groups made up of selected users. You can create user groups consisting of team members from the same department, users with the same role in the company, or any other combination of users that fits your workflow.

User groups provide a quick way of sharing relevant information with several team members and notifying them in tasks, folders, and projects simultaneously.

How to create a user group

There are two ways of creating a user group. Once you finish the steps, a new user group is instantly created.

Option 1

Creating_User_Groups-Option_1.png
  1. Click your profile image in the upper-right corner of the workspace.

  2. Select Settings from the dropdown.

  3. Click Users in the left panel to open a list of all users and groups in the account 1.

  4. Check the box next to the name(s) of the user(s) you want to add to a group 2.

  5. Click Create new group in the panel which appears to the right 3.

  6. From the pop-up that opens:

    • Enter a group name 4

    • Select a color for the group's avatar 5 and edit the group initials if necessary

    • Users selected at Step 4 appear in the Members section, and you can click the + icon to add additional members 6.

    • Designate group admins 7: click Add Group Admin and select a user from the list or start typing their name and select them once they appear. Add more group admins by clicking the + icon.

      Note

      Assigning user group admins is only available on Enterprise accounts.

  7. Click Create 8.

Option 2

Creating_User_Groups-Option_2.png
  1. Click your profile image in the upper-right corner of the workspace.

  2. Select Settings from the dropdown.

  3. Click Users in the left panel to open a list of all users and groups in the account.

  4. Click the + icon to the right of the word Groups 1.

  5. From the pop-up that opens:

    • Enter a group name 2

    • Select a color for the group's avatar 3 and edit the group initials if necessary

    • Add group members 4: click Add members and select a user from the list or start typing their name and select them once they appear. To add additional members, click the + icon.

    • Designate group admins 5: click Add Group Admin and select a user from the list or start typing their name and select them once they appear. Add more group admins by clicking the + icon.

      Note

      Assigning user group admins is only available on Enterprise accounts.

  6. Click Create 6.

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