Groups: Creating & Managing

You can group users together to manage all of their permissions at once or easily assign them to a folder, template, task, or checklist.

For example, if someone new joins your team you can assign them to a group to automatically add them to that group’s folders, templates, and checklists.

By default, all members will be assigned to the “All Members” group.

Creating groups

Admins can create a new group by first clicking the name of their organization in the top right of their dashboard…

… then navigating to the “Groups” tab and clicking the “New Group” button.

Now set the name of your group and click “OK”.

Managing groups

A new group will not have any users in it. To add users, click the pencil icon to the right of your group’s name.

Type a member’s name and click on them to add them to the group. Guests cannot be added to groups.

To remove a member from a group, click the “X” to the right of their name.

To change the photo on a group, click on the Properties tab, click ‘change photo’, upload your file and click Update to finish.

To learn more, check out our articles on managing group permissions and task assignments.

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