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Editing a Group

To add a group: Open the Settings menu. (Click your username.) Click Add Group. The Add Group window is displayed. Complete the fo...

Updated over 2 weeks ago

To add a group:

  1. Open the Settings menu. (Click your username.)

  2. Click Add Group. The Add Group window is displayed.

    add-group.png
  3. Complete the form as required, then click

    save.png

    .

To edit a group:

  1. Click Edit Group. The Group search form is displayed.

    edit-group-4.9.png
  2. Click the Search field drop-down. Group names are displayed.

  3. Select the group that you want to edit. The Edit Group form is displayed.

    edit-group-window.png

In the Edit Group form, you can add users and boards, delete users and boards, rename boards, modify group types and edit the group details.

To modify the group type, use the Type drop-down.

group-type.png

To navigate to the group page, click

navigate-group.png

.

To delete the group, click

delete.png

.

Adding Users to a Group

Note

As group creator, you are automatically added as a moderator.

To add a user to a group:

  1. Click

    add-user.png

    . The Add users to group search box is displayed.

    add-user.png
  2. Type the name of the user that you want to add. User names are displayed.

  3. Select the name of the user you want to add.

  4. Use the Add as drop-down to choose the user role. Click Add.

  5. To add another user, repeat the preceding steps.

  6. Once you have finished making additions or changes, click

    save.png

    .

Group Form

The following table describes the different parts of the group form.

Name of Part

Description

Name

Mandatory. The group name is used to identify the group.

Description

Optional. You can type in suitable text to describe the group.

Type

When creating a group, click the drop-down and select the group type.

Note

Group type does not display when editing a group. Changing a group type is not supported.

People

Displays the users in the group.

  • Removing a user

    To remove a user from the group:

    1. In the row of the user's name, in the Actions column, click

      dustbin.png

      . A confirmation message is displayed.

    2. Click OK. The user is removed from the group.

  • Changing a user role

    To change a user's role:

    1. In the row of the user's name, in the Role column, click the drop-down.

    2. Click the appropriate user role. A confirmation message is displayed.

    3. Click OK. The user role is updated..

    Use the check boxes next to user names to remove or change roles of more than one user at a time.

    bulk.png

    The current user does not have a checkbox.

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