Creating & Managing Groups

You can create groups in your Process Street account that reflect teams in your own organization such as Sales, Marketing or Human Resources. Or you can group users together who need to work on the same templates or checklists.

By grouping users, you can manage permissions across the whole group, or assign that group to a folder, template, task, or checklist, instead of assigning users one-by-one.

If someone new joins your team, you can assign them to one or more of your groups, which will automatically add them to that group’s folders, templates, or checklists.

Users: In order to create and manage groups, you must be an Administrator.

Create a group

You can create new groups from your organization management page. Click your profile picture in the upper right corner of your screen, then click “Settings”.

Click on the Groups tab and then click the “+ New Group” button, to create your new group.

Give your group a name and click “OK” to save it, as shown above.

Add users to a group

Now you’re ready to add users to your group. Click the pencil icon to edit your group.

In the Members tab, type an email address or search users by name. Click on the user you want to add to the group.

If someone is not already a part of your organization, you can invite them as a Member, by typing their email address.

Note: You cannot invite guests to be part of a group. Learn more about the difference between members and guests.

Default groups

If this is the first time you’ve accessed the Groups tab, you’ll see there are four default groups in your account.

You can choose to keep these and use them, edit them or delete them, it’s up to you!

Each folder or template by default, has all your current members assigned to the “All Members” group. You can leave this is it is, or remove it and add other groups in its place.

Note that you cannot edit the all members group in your Groups page. You can only remove it from templates or folders where it appears, or add it as needed.

Manage groups

When editing a group, you can remove users, add or change your group icon or image, change your group’s name or delete your group.

Remove a user from a group

Click the pencil icon to edit or update any of your groups. Next, click the “Remove user” icon to remove a user from your group.

Change a group icon

To change the icon or avatar photo on a group, edit the group by clicking the pencil icon.

Next, click on the “Properties” tab, click “change photo” and upload your file. Your image or icon will now appear on the main Groups page, as shown below.

Change a group name

To change the name of a group, click on the pencil to edit the group. Next click on the “Properties” tab, change the name of the group and click “Update” to save your changes.

Delete a Group

To delete a group, click on the pencil icon, then click on the “Properties” tab.

Click the “Delete” button and then confirm your decision to delete this group from your organization.

Note that when you delete a group, you will also remove any assignments for that group, from folders, templates, checklists or tasks.

Learn more about managing group permissions and task assignments.


 

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