Add a User Group at the Workspace Level

User groups can be created at the workspace level, where they will be available to be assigned to objects in the workspace. They will also be automatically inherited by child workspaces and projects.

User groups can be assigned to a workspace, project, portfolio, report, file, idea, custom log, and program.

To create a user group at the workspace level:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, select User Groups.
  4. On the User Groups page, select Add.
  5. In the Add Group dialog box:
    1. In the Name field, enter a unique name for the group.
    2. In the Description field, enter a description of the user group, and select Next.
    3. Enter part or all of a user's login name or personal name into the Search field.
    4. Select one or more users, and then select Next.
    5. In a Permission Set column for each Permission Type, select a permission set. Add any permission sets applicable to all users of the group.
  6. Select Add.
  7. Select Save.

    Note: Users will not be granted access to objects until their user group is assigned to an object.

Tips