Project Groups

12 articles

About Project Groups

Project Groups are a set of users that can be assigned a particular Project Role. Project Groups are another mechanism project administrators can use to control access to a project.

Updated by Chris Kosmopoulos

Manage Project Groups

To access and manage Project Groups, click Projects and select the project you want to manage Project Groups for in the Administration Portal. Under Projects, click User Management and select Project Groups.

Updated by Chris Kosmopoulos

Add a Project Group

To add a Project Group, click Projects and select the project you want to add a Project Group for in the Administration Portal. Under Projects, click User Management and select Project Groups. Then click Add Project Group.

Updated by Chris Kosmopoulos

Edit a Project Group

To edit a Project Group, click Projects and select the project you want to edit a Project Group for in the Administration Portal. Under Projects, click User Management and select Project Groups. On the Project Groups page displayed, click the group you want to edit.

Updated by Chris Kosmopoulos

Copy a Project Group

To copy a Project Group, click Projects and select the project you want to copy a Project Group for in the Administration Portal. Under Projects, click User Management and select Project Groups. Click the group you want to copy. On the group's details page displayed, click Copy.

Updated by Chris Kosmopoulos

Delete a Project Group

To delete a Project Group, click Projects and select the project you want to delete a Project Group for in the Administration Portal. Under Projects, click User Management and select Project Groups. Select the group you want to delete and then click Delete.

Updated by Chris Kosmopoulos

Delete Multiple Project Groups

To delete multiple Project Groups, click Projects and select the project you want to delete Project Groups for in the Administration Portal. Under Projects, click User Management and select Project Groups. Select the checkbox for each group you want to delete, click the Actions dropdown and then select Delete.

Updated by Chris Kosmopoulos

Assign Members to a Project Group

To assign members to a Project Group, click Projects and select the project you want to assign users to a Project Group for in the Administration Portal. Under Projects, click User Management and select Project Groups. Click the Project Group of interest. Click the Group Members tab and then click the Assign Members button.

Updated by Chris Kosmopoulos

Unassign Members from a Project Group

To unassign members from a Project Group, click Projects and select the project you want to unassign users from in the Administration Portal. Under Projects, click User Management and select Project Groups. Click the Project Group of interest. Select the checkboxes for all the members you want to unassign from that Project Group, click the Actions button and select Unassign.

Updated by Chris Kosmopoulos

Assign Project Roles to a Project Group

To assign Project Roles to a Project Group, click Projects and select the project you want to assign Project Roles to a Project Group for in the Administration Portal. Under Projects, click User Management and select Project Groups. Click the Project Group of interest. Click the Project Roles Assignments tab and then click the Assign Project Roles button.

Updated by Chris Kosmopoulos

Unassign Project Roles from a Project Group

To unassign Project Roles from a Project Group, click Projects and select the project you want to unassign roles from in the Administration Portal. Under Projects, click User Management and select Project Groups. Click the Project Group of interest. Select the checkboxes for all the roles you want to unassign from that Project Group, click the Actions button and select Unassign.

Updated by Chris Kosmopoulos

Select the Scope of Project Role Assignments on a Project Group

To select the scope of Project Role Assignments on a Project Group, click Projects and select the project you want to define a Project Role Assignment for in the Administration Portal. Under Projects, click User Management and select Project Groups. Click the Project Group of interest and then click the Project Role Assignments tab. Click the edit icon for the Project Role of interest and select the specific part of the project you want to define as the scope for that Project Role.

Updated by Chris Kosmopoulos