Creating User Groups
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
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.
There are two ways of creating a user group. Once you finish the steps, a new user group is instantly created.
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Click on your profile image in the sidebar 1.
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Select Settings 2 from the dropdown menu.
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There are two ways of creating a user group.
Option 1:
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Click Users in the left panel to open a list of all users and groups in the account 3.
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Check the box next to the name(s) of the user(s) you want to add to a group 4.
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Click Create new group in the panel which appears to the right 5.
Option 2:
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Click the + icon at the top-right of the Groups 6.
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From the pop-up that opens:
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Enter a group name 7 and edit the group initials if necessary.
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Select a color for the group's avatar 8.
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Users selected at Step 3 appear in the Members section, and you can click the + icon to add additional members 9.
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Designate group admins 10: click Add Group Admins 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.
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You can share a work item with a new user or group member, which will be added as a welcome item when they log in. This means users will have access to the item, similar to how the sharing feature works.
A welcome item can be a project, folder, space, or dashboard 11. When a new member is added, this item is shared with them and pinned to their sidebar.
Note
By default, all users have editor access for work items and read-only access for dashboards. Admins can adjust these access roles for work items and dashboard sharing.
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Click Create 12.