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Adding a Group

Adding a Group

To create a group:

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

    Settings menu

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

    New group

  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 page

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

    Add user to group

  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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