User Groups

User groups and the advantage of using them with large teams.

User groups can be created from the Groups tab under the Organization tab. Their purpose is to make managing larger teams/workspaces easier. Instead of adding each team member to every project, you can create a user group and add the group to the project, report filter, or Workspace.

To create a user group simply switch over to the ‘Groups’ tab on the Organization page and here you can add a new User Group.

On the popup that opens:

Enter a User Group name

Select which organization members to add to it

Select which workspace to add the user group to

User groups are also helpful when new members join the team. You assign them to the relevant user group instead of adding them to all the projects or workspaces.

Editing and deleting user groups:

While on the Organization > Groups tab simply click on the three vertical dots on the far right of a group’s name to see additional options and select to edit or delete a group:

edit dialog

Clicking on ‘Edit’ will show that same popup the one that shows up when you start creating a group allowing you to change it’s name and members:

Clicking on ‘Delete’ will show you a popup warning you how that will affect the users within the group and asking you to reconfirm your selection: