Adding and Managing Groups

Company-level user groups can be used to group users who will be using the same functionality in the system and assigned the same Permissions. Anytime a new person comes onto the project/shell, you can assign them to the appropriate groups and their permissions will be set automatically.

There are three default groups created for new companies: Company Administrators, Project Administrators, and Support. You can edit group information and permissions as necessary, and create groups as needed.

For example, you may want to create a "Finance Admin" group and give them permission to create and modify Cost Sheet Templates. Another "Finance User" group may have permission to access and work with project/shell-level cost sheets, but not the templates. These users may require access to only those modules and reports dealing with finances, but not other areas of the company, project, or shell.

To access user groups:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click User Administration > Groups.

In This Section

Create a Group

Add Users to a Group (Members Tab)

Edit Group Permissions (Permissions Tab)


Last Published Tuesday, June 4, 2024