Create and manage groups in an organization#

Create groups of users in your organization to make it easier to give users with similar roles access to projects. You need to invite users to your organization before adding them to a group.

Create a group#

To create a group in an organization:

  1. Click Admin.

  2. Click Groups.

  3. Click Create group.

  4. Enter a unique name for the group. You can also enter a description.

  5. Optional: To assign users to the group, click the toggle and choose the users to add.

  6. Click Create group.

Add users to a group#

You can only add users that are part of your organization to your groups.

To add users to a group:

  1. Click Admin.

  2. Click Groups.

  3. Select the group that you want to add users to.

  4. Click Add users.

  5. Choose the users to add.

  6. Click Add users.

Rename a group#

  1. Click Admin.

  2. Click Groups.

  3. Find the group that you want to rename and click the Actions menu.

  4. Select Rename.

  5. Enter the new name.

  6. Click Save changes.

Remove a group#

When you remove a group, the users in that group will lose access to any projects the group has permissions for unless they are part of another group with that access.

  1. Click Admin.

  2. Click Groups.

  3. Find the group that you want to remove and click the Actions menu.

  4. Select Remove.

  5. Confirm you want to remove the group by clicking Remove group.