User Groups

A user group is a named set of users. Use groups to organize users, such as a field crew or an integration team, and to assign projects and tasks to all of them at once.

In the app, go to Users > Groups. The page is titled User Groups.

What a Group Has

• a name (required) and a description
• members. A user can belong to many groups, and a group can have many users.
• project and task assignments that apply to every member

Group Assignments

Projects and tasks assigned to a group apply to every member of the group, in addition to each member’s direct assignments. Members can log time to them like any other assignment.

Creating a Group

1. Go to Users > Groups and select Create Group.
2. On the Basic Info tab, enter a name and an optional description.
3. On the Assignments tab, select Add Assignment to add projects and tasks.
4. On the Users tab, select Add User to add members.
5. Save the group.

You can also add a user to groups from the Groups tab of the user editor.

Deleting a Group

Deleting a group removes its memberships and cannot be undone. The users themselves are not deleted.

Related

• Concepts: Users, Assignments, Roles and Permissions
• API: User Groups endpoints, including Set User Group Users
• Webhook events: user groups have no webhook events. Membership changes made while creating or updating a user are part of users.created and users.updated.