Add a User Group at the Workspace Level

User groups can be created at the workspace level, where they will be available to be assigned to objects in the workspace. They will also be automatically inherited by child workspaces and projects.

User groups can be assigned to a workspace, project, portfolio, report, file, idea, custom log, and program.

To create a user group at the workspace level:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select User Groups.
4. On the User Groups page, select  Add.
5. In the Add 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, and select Next.
   3. Enter part or all of a user's login name or personal name into the Search field.
   4. Select one or more users, and then select Next.
   5. In a Permission Set column for each Permission Type, select a permission set. Add any permission sets applicable to all users of the group.
6. Select Add.
7. Select Save.

   Note: Users will not be granted access to objects until their user group is assigned to an object.

Tips

• Duplicate a user group by selecting the  Add  menu and selecting Duplicate.
• To remove a user from the user group, select the  Context menu by the user's name, and then select Remove.
• If a user group is inherited by a child workspace, you can view the inherited users by selecting View Inherited Users.
• The Search feature searches the entire list of users for matches. During that initial search, it will stop after finding 500 results, then filter out those who have already been assigned. For this reason, your maximum number of search results might vary. To limit the number of results, be as specific as possible when entering a name in the search field. For example, enter the first and last name of the user.