Creating a new user group

Divide all users of the company into groups for easier managing. Users in a group have common access rights to folders, projects, and cases. Only an administrator is able to create groups. 

  1. Open the ADMINISTRATION section.
  2. Select Groups.
  3. Click the New group button.
  4. In the About the group section, enter a title and add a short description.
  5. Click the Save button.

    Creating_a_new_user_group.gif

The group is added. Enter the rights of group users in the displayed section:

  1. In the Managers section, add users who will be able to manage all users of the group. Select a user in the drop-down list or enter in the Username field. The selected users will be considered managers, and other users will be subordinates.
    Note: To enable the selected users to manage the group, create and assign them a role with rights to manage personal and work information of users. To manage personal information, it is enough to have rights to the Administration - Users - User card section. To manage work information, you need access to the Administration - Users - Work information section.
  2. In the Access to Projects section, select the level of access for group users to projects: viewing only, commenting, editing, administration.
  3. In the Access to Cases section, select the level of access for group users to cases: viewing only, commenting, editing, administration.
  4. Add the users to the group: select them in the drop-down list or enter in the Username field.
  5. In the Automatic access to Folders / Projects / Cases sections, select the access level: viewing only, commenting, editing, administration.
  6. Check the boxes for the case attributes and provide a value for each.
  7. Click the Save button in the low-right.

add_group_2.gif

Note: To remove a user or manager from a group, hover over it and click the Delete button on the right.