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.

  • 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.
The following information is for administrators who can manage both global and project groups from the Admin area. If you do not have access to the Admin area and are a main manager, see Managing project user groups for information about working with project 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.

indicates a global group and indicates a project 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.

You can add users to and remove users from group from the Users list. See Adding users to user groups and Removing users from user groups