Creating a new user group

All users of the company can be divided into groups. Groups are created by a user who has administrator rights. When creating a group, the administrator specifies the level of access to folders, projects, and cases for the group.

  1. From the main navigation menu on the left click on ADMINISTRATION.  
  2. On the left sidebar, select GROUPS.
  3. Click the New group button.
  4. In the About the group block, enter a title and add a short description.
  5. Click the Save button.


  6. After saving, select the level of access to cases and projects for users from the group: view only, commenting, editing, administration.
  7. Add users who will be members of the group.
  8. In the Automatic access to folders/projects/cases block, select the access level: view only, editing, administration.
  9. Tick the case attributes and specify values for each of them.
  10. You can also rename your group.