What Are Groups?

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.

what are groups org name

Once there, navigate to the “Groups” tab and then click the “New Group” button.

what are groups 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.

what are groups org name

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.

Click pencil next to group name to change group settings

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

In properties tab, click change photo to upload a 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:

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