Audience

System administrators, user managers, project managers

Benefits

• Understand how to associate resources and users to groups in Project Insight

Transcript

Project Insight users and resources can belong to multiple groups in the system.

Groups are used mostly for permissions. For example, you may want to set up a group for ‘Administrators’ and set permissions for that group. Then people may join or leave this group as needed and you will not have to adjust those permissions.

There are a couple of ways to associate users with groups. First, you may use the Groups Tab in the User Profile. Go ahead and check off the boxes of the groups you want to associate the team member with and then click save.

If you are adding a new group, use the inline editing to enter a new team, and click save.

To add users, click on the list and add as many or as few team members as you wish to the group.

Groups permit you to have another layer in the permissions hierarchy. So, in addition to roles and companies, you may set permissions by group. The benefit of this is that it makes it easy to manage groups, as opposed to permissions by user.