Editing user groups

Administrators can edit a global or project user group to change the group name, sorting name, or members in the group. You can also convert a project group to a global group. See Converting project user groups to global groups.

Main managers who do not have access to the Admin area can only edit project groups they manage. See Editing project user groups.

1. Select Admin.

The Admin area opens.

2. Select Groups.

The Groups list opens.

3. Select a group and then Edit.

The Edit group dialog opens.

4. Make any changes. See Adding user groups for information.

Keep the following in mind:

  • If you change the group name, all references to the group name are updated in the project views.
  • If you remove projects from Auto-add members to projects, you are prompted to save the changes because users may be removed from the projects you removed from the box. Select Yes to save the changes. No undo is available.

5. Select OK to save the changes.