Manage group
You’ll be able to rename the group, add a member to a group, remove a member from a group, and delete the group by either deleting only the group or the group and its members. You can see how to do each action by following the steps below.
These actions can be done by the Organization Owner and Team Admins.
Add member
There are two ways you can add members to your groups.
Method 1
- When in Team Setup, go to the Groups tab.
- Click on the three dots
⋮
on the group you want to add a member to. - Click Add member.
- In the pop-up, select one or multiple members from the dropdown.
- Click Save.
Method 2
- When in Team Setup, go to the Members tab.
- Select one or multiple members by clicking their checkbox.
- Click the Add members to group button on the floating bar.
- In the pop-up, select a group from the dropdown.
- Click Add.
Team Admins can’t be added to groups. Contributors that are already grouped can’t be added to other groups.
Method 3
You can also add members to a group during team invitation. Learn more.
Members can only be added to one group at a time.
Remove member
You can remove members from a group. When doing so, you can also choose to remove them from the team as well. Removing members from a group will remove their access to all projects shared with that group.
To remove members from a group:
- When in Team Setup, head to Groups.
- Expand the group you wish to manage.
- Select one or multiple members by clicking their checkbox or select the group checkbox to select all members of the group.
- In the pop-up, choose one of the removal options: Remove members from the group only, or Remove members from the group and the team.
- Click Remove.
Rename
- When in Team Setup, go to the Groups tab.
- Click the three dots
⋮
on the group you wish to rename. - Click Rename.
- In the pop-up, type in a new group name.
- Click Save.
The new group name must be unique and case insensitive.
Updated 11 months ago