Managing global and project user groups
User groups provide an easy way to manage a collection of users. You can use groups to:
- Quickly staff projects, sprints, and tasks.
- Set up permissions and workflows.
- Add and manage reports and dashboards.
Helix Plan has global and project user groups.
- Global groups can be used across multiple projects in a Helix Plan database. Administrators manage these groups in the Admin area. See Managing global and project user groups.
- Project groups provide a way to group users in a specific Helix Plan project. Administrators and main managers can manage these groups. See Managing project user groups.
1. Click Admin.
The Admin area opens.
2. Click Groups.
The Groups list opens. It displays all global and project groups in the current database. The following information is displayed about each group: the group ID in the Helix Plan database, the group name, the project if the group is a project group, how many members the group has, and other projects that group members are automatically added to when they are added to the group.
3. Select a group to view the members in the Members pane.
4. To add a new group, click New. See Adding user groups.
5. To edit a group, select it and click Edit. See Editing user groups.
6. To delete a group, select it and click Delete. See Deleting user groups.