What is the All Members Group?

By default, Process Street places all members of your organization into the “All Members” group.

While you cannot modify this group as you can with other groups, you can use it to assign all of your members to a folder or template, all at once.

Users: In order to manage folder assignments you must be an Administrator. To manage template assignments you must be an Administrator, or a Member who has been given ‘can edit’ access by your Administrator.

When you first create a folder or template, the All Members group will be there by default, with “Can view and run” permissions.

Permissions

The All Members group is by default given “Can View and Run” permissions on any new template, or folder. This means that all members can see and run checklists on everything by default, unless you change the permission level.

You can choose one of four permissions levels for this group (as you can with other groups and members): “Can edit and run”, “Can view and run”, “Can view own and run” or “Can view own”.

Click the drop down shown above and select the permission level you would like to change to.

Note: When you create a new folder or a new template in your new folder, the All Members group will be assigned by default.

Remove the all members group

If you don’t want all of your members to have access to a folder or template, you can remove the group and add individual users or other groups that you do want to have access.

To remove the group, open your template or folder on the members or permissions page and click the remove group icon, as shown below.

This will restrict access to that folder or template, for only those users or groups that you already have assigned.

Admins can always see everything in your account, regardless of which folder or template they are assigned to, or which permission level you select.

Add the all members group

If you removed the all members group, you can easily add it again if needed.

Start typing the words “All Members” into the name / email field where you would normally assign an individual member, and select the group to add it. Set the permission level for the group and remove any individual members or groups that you don’t need assigned.

Learn more about managing user permissions.


 

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