Groups allow you to manage the permissions of multiple users at once.
This lets you add a group of people to a template, folder, or checklist with a single click.
Groups also let you easily manage the permissions of new employees, as you just have to add them to a group instead of each folder, template, or checklist individually.
You can also assign a group to a scheduled checklist or to individual tasks so that every checklist run will automatically have them assigned.
Groups example:
The Sales Group has the following permissions:
- “Can View Own” access to the “HR Folder”
- “Can View” Access to the “Sales Folder”
- “Can View” Access to the “Support Folder”
When a new person joins the sales team, you can simply add them to the Sales Group and they will inherit all of the above permissions. This saves time against adding them to each folder individually.
Creating Groups
To create a group, 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 “New Group” button.
Setting or Changing a Group Picture
You can set a picture for a group just as you would set a picture for an individual. Group pictures help to visually demonstrate what the group is about.
To set or change a group photo, 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.
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 it.
Finance
HR
Marketing
Sales
To learn more about groups, click the links below to be taken to our help articles on the topic: