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  3. Roles, Permissions, and Types

Adding a Group

Susan Kehila
Updated

To create a group:

  1. At the top right of the page, click your username. A menu is displayed.

    settings-menu-admin.png

  2. Click Add/Edit Groups. A form is displayed.

    create-group.png

  3. Complete the form as required. Note the following:

    • Name - you must give the group a name.

    • Description is optional.

    • Type - click the drop-down and select the group type. For more information, refer to Group Types.

  4. Click Save. The Edit Group page is displayed for you to add users and boards.

    edit-group-2.png

  5. Click Add User. The Find users box is displayed.

    add-user-group.png

  6. Type in the box until you find the name of the user you want to add to the group, then click Add. A confirmation message is displayed.

  7. Click Done. The user is added to the group.

  8. By default, the user is added as a Reviewer. If you want to change the user's role in the group, click the drop-down, and select the role. For more information, refer to Group Roles.

  9. Repeat steps 5-8 for each user you want to add.

  10. Click Add Board. The Create Board text box is displayed.

  11. Type the name in the box and click Save. A confirmation message is displayed, and the board is added.

  12. Repeat steps 10-11 for each board you want to create.

  13. Click Save. The group is created.

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