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.
- Open the ADMINISTRATION section.
- Select Groups.
- Click the New group button.
- In the About the group section, enter a title and add a short description.
- Click the Save button.
The group is added. Enter the rights of group users in the displayed section:
- 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. - In the Access to Projects section, select the level of access for group users to projects: viewing only, commenting, editing, administration.
- In the Access to Cases section, select the level of access for group users to cases: viewing only, commenting, editing, administration.
- Add the users to the group: select them in the drop-down list or enter in the Username field.
- In the Automatic access to Folders / Projects / Cases sections, select the access level: viewing only, commenting, editing, administration.
- Check the boxes for the case attributes and provide a value for each.
- Click the Save button in the low-right.
Note: To remove a user or manager from a group, hover over it and click the Delete button on the right.