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Create a group

A group lets you grant access once instead of person by person: every role the group holds applies to each of its members. Create one for a team, for example everyone who works on one product.

Who can do this: creating a group and changing its members require the org admin role. Giving it a role also needs the permission to manage access.

Create the group​

The New group form: Name, Description and Create group

  1. In the sidebar, select Directory, then the Groups tab.
  2. Select Create Group. The form opens beside the list.
  3. Enter a Name, up to 64 characters.
  4. Optional: say what the group is for in Description.
  5. Select Create group. The group opens, with its Details, Members and Bindings tabs.

Add its members​

  1. Select the Members tab.
  2. In Who, pick the people to add. Only people in your organization can be added.
  3. Select Add.
  4. Check that they appear in the list below.
  5. Back on the Groups tab, check the group's member count.

To take someone out, select Remove on their row and confirm. They lose every role the group holds.

Give it a role​

The Add access dialog: Type, Organization, Role, Cancel and Add

  1. Select the Bindings tab.
  2. Select Add.
  3. Pick the Type of thing, for example Organization or a project, then the thing itself.
  4. Pick the Role, for example Project Developer.
  5. Select Add.

The role appears in the table with the Source Direct. Every member now holds it.