Enable a User Group at the Project Level

You can enable user groups to work on projects. This also means that the user group will be assigned to the project. Enabling a workspace or project user group requires the selection of a project permission set, thereby granting the user group access to the current project. After you enable a user group to work on the project, you can select or edit all permissions that are applicable at the project level. When a project user group is created, it is automatically enabled.

To enable a user group to work on a project:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Project Team, and select User Groups.
  3. In the User Group section, select Enabled next to a user group.
  4. (Optional) Select Show Workspace Users to show users assigned to the user group at the workspace level.
  5. (Optional) In the Permission Sets section, modify any available permission sets.

    Note: All enabled user groups must have an assigned project permission set.

  6. Select Save.

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Last Published Monday, June 24, 2024