Create groups & add users
Created by: Maximilian Fleckner
Modified on: Thu, 28 Apr, 2022 at 11:27 AM
Groups are great for organizing the Users of a Workspace and authorizing user groups as a whole on Projects.
To create a new Group, you must be an Admin of your workspace.
Below you will learn step by step how to create a new Group and add Users from your Workspace to it.
#01 Create a new group
First, go to the Team via the navigation menu on the left.
From here you go on to the Groups tab.
Select the Create Group button in the upper right corner.
Enter a Group name for the group you want to create, and then click the blue Create Group button below it.
The new group has now been created with the name you gave it.
#02 Add users to a group
Use the Team navigation item in the Groups tab to select the group to which you want to add group members.
Click Manage Users.
Now enter the Name or Email-address of the User you want to add, who is already stored in the Workspace as a Team Member, into the search field - and as soon as he is displayed below you, click on him.
To add other users to the group as well, simply repeat this process accordingly.
When you have added all Users belonging to the Group, click Apply changes and finally save them with Save changes.
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