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User Management – create groups for project roles

Assigning a role to a group of people across different organizations with User Management.

In User Management, Project Admins can create groups that contain people from different organizations and assign a project role (with specific permissions for that role) to the group.

Create a group

  1. Go to Setup for your project and select User Management.
  1. Click Create Group.
  1. Give the group a name and a description if required.
  2. Click Save.

Add members to the group

  1. Once saved, you will see the group listed in Groups.
  2. Click on the name of the group and click Add Users. As you type the name of invited members, you will see a list of names to choose from.
  3. Click on the name of the person you wish to add and they will be added to the group.

Assign project roles to a group

  1. Click on the pencil icon to add or remove roles.

You can add a person to more than one group, and you can assign more than one role to a group.

  1. Move the roles you want available to the group from left to right and click Save.
  2. Your group now has access to permissions associated with that role.

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