Adding project user groups

Add a project user group to manage a collection of users that have access to a specific Helix Plan project. Main managers and administrators can add project groups.

Administrators can add both global and project user groups in the Admin area. See Adding user groups.

1. In the Planning, Quality assurance, or Project backlog view, click More and choose Manage project groups.

The Manage Project Groups dialog box opens.

2. Click New.

The New user group dialog box opens.

3. Enter the Group name. You must use a unique name that is not already used as a global or project group name.

4. Enter the Sorting name if you want to sort the list of group based on a different name than the group name.

The Project field displays the Helix Plan project that the group is in. This field is read only.

5. Add users as members of the group.

Select a user in the Available users list and click > to add them to the Selected users list. Use the Find field to search for a user. To remove a user from the group, select the user in the Selected users list and click <.

To show or hide deleted users in the list, click Show deleted users. You can only show deleted users with assignments and history saved when they were deleted. For more information, refer to Deleting users.

To add or remove users in the group at any time, edit the group. See Editing project user groups. You can add users to the group who are not members of the current project.

6. Click OK.

The group is added. The icon is displayed next to the group name throughout Helix Plan to indicate that is a project group.