Add a Project User Group

You can create user groups at the project level to give a group of users the same access and privileges to a specific project. Project-level user groups will not have access to other projects in the workspace unless they belong to other user groups for those projects. Users can belong to multiple user groups, and multiple user groups can be assigned to a project. Project-level user groups will not be inherited by other objects.

User groups created in a parent workspace will also appear in the project user group list. You can add users at the project level to these inherited user groups.

To add a project user group:

  1. In the object selector, select Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Project Team, and then select User Groups.
  3. On the User Groups page, select Add.
  4. In the Add User Group dialog box:
    1. In the Name field, enter a unique name for the group.
    2. In the Description field, enter a description of the user group.
    3. In the Permission Sets section, select a Permission Set for each Permission Type, and then select Next.
    4. In the Assign Users step, configure the View By settings and enter Search terms to locate users to add to the group.
    5. Select one or more users, and then select Next.
  5. Select Add.

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