Manage User Groups

Create a User Group

To manage multiple users at once, create a group that represents them.

1. Go to My Workspace > Admin.
2. Select USER GROUPS from the Projects menu.
3. Click Create and provide a name for the group and a description of its purpose.
   note

If your project is a child of another project, it may have inherited one or more user groups from its parent project. To work with inherited users and user groups, you must go to the project that they belong to. ::: 4. Click Create.

Add a User to a User Group

Put together multiple users who share characteristics in a user group.

1. Go to My Workspace > Admin.
2. Select User Groups from the Projects menu.
   tip

In TeamForge 18.1 and later, Groups (in earlier versions of the product), has been renamed to User Groups to better distinguish user groups from project groups. ::: 3. Under User Groups, click the group to which you want to add the user. 4. On the Edit Group page, click Add. 5. Use the picker to move users into the group, and click OK. You can select the inherited project members also from the list. 6. Click Return.

Find a User's Groups

You can get a consolidated view of all user groups, which a user is a member of.

1. Go to My Workspace > Admin.

2. Click USERS from the Projects menu.

3. On the Users Details page, click the USER GROUP MEMBERSHIP tab.

   The groups listed on this tab are the groups that this user is a member of.

Edit a User Group

1. Go to My Workspace > Admin.
2. Select User Groups from the Projects menu.
3. Under Groups, click the group's name you want to edit.
4. Click EDIT.
5. Make your changes and click Update.