Create a user group
1
Create the group
Click Settings → Groups, and then click the New group button.
2
Specify the group settings
Specify the following settings:
- Name – The name of the new group.
- Description – A description of the new group.
3
Add the group to other groups
A group can be part of another group. To add this group to another group, click the Add link in the Belongs to groups section.
If a user belongs to group A and you add this group to group B, the user receives all permissions granted to both groups.
4
Add users to the group
Click the Add link in the Users section and select the users in the Users dialog box.
If a user belongs to one or more groups, the user receives all of the permissions granted to all the groups they belong to, in addition to the permissions granted to them directly.
5
Set roles and permissions
Set up the group’s roles and permissions for projects and batch types in these projects.
6
Save the group
Click Save.
Change the settings and permissions of a user group
1
Open the group
Click Settings → Groups, and then click the name of a group in the list.
2
Edit the group
On the page that opens, you can:
- Change the group’s name and description
- Add the group to other groups or remove it from other groups
- Add or remove users
- Assign or remove roles
- Grant or revoke access permissions for projects
3
Save your changes
Click Save.
Delete a group
1
Select the groups
Click Settings → Groups and select one or more groups in the list.
2
Delete the groups
Click Delete.
