What Are Groups?


Groups allow you to combine a number of users together inside your Process Street organization.

This allows you to add a group of people to a template, folder, or checklist with a single click and also manage the permissions of multiple users at once.

You can also assign a group to a scheduled checklist or to individual tasks, so that every checklist that you run will automatically have them assigned.

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

Groups permission example

Your Sales Group has the following permissions on three different folders:

  • “Can View Own & Run” access to the “HR Folder”
  • “Can Edit & Run” access to the “Sales Folder”
  • “Can View Own” access to the “Support Folder”

When a new member joins the sales team, you can add them to the Sales Group and they will inherit all of the above permissions. This saves time instead of adding them to each folder or template individually.

Default groups

If it’s the first time you’ve access the groups page, you’ll find that we’ve created four default groups for you, which you can edit or delete depending on what you need.

Click on your organization name in the top right corner of your screen and then click on the “Groups” tab.

Click the pencil icon and then click on the “Properties” tab. From here you can edit the name of the group, change the group icon or image, or delete the group.

How to create a new group

To create a group, start by going into your organization manager by clicking your organization’s name in the top right of your dashboard.

Click on the “Groups” tab and then click the “New Group” button. Give your group a name and click “OK” to save it. Now you can edit your new group add users to it.

Setting or changing a group picture

You can set an image or an icon for a group, just as you would set an image for a user’s profile picture. Group icons help to visually demonstrate what your group is about.

To set or change a group image, start by going into your organization manager by clicking your organization’s name in the top right of your dashboard.

Once there, navigate to the “Groups” tab and then click the pencil to the right of the name of the group you’d like to add an image to, or change an image for.

From the group’s settings page click the “Properties” tab and then click “Change photo”.

Upload the image of your choice, or choose from one of our examples below. You’ll need to save the image to your computer before you can use these:

Finance

HR

Marketing

Sales

Learn more about Creating and managing groupsManaging group permissions and Group task assignments.


 

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