Creating Groups

Create a group when several workspace users need the same project access.

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Open Group Creation

To create a group:

1. Open the workspace
2. Go to Groups
3. Click Create Group

The Create New Group window opens.

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Group Information

Add the basic group details:

• Group name: required, minimum 3 characters
• Description: optional short summary of the group

Use names that describe the team or responsibility, such as QA Team, Frontend Guild, or Release Managers.

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Project Access

Use Project Access when the group should grant project roles.

For each project assignment:

1. Select a project
2. Select a role for that project
3. Use Add another project when the group needs access to more projects

Each project can be selected once. A project row must include both a project and a role before another project row can be added.

Project roles can be built-in or custom. Custom roles are marked in the role picker.

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Group Members

Use Add Users to Group to select workspace users.

The user picker includes Select All for quickly adding all eligible users. Workspace users with the Viewer role are not available because viewers cannot be added to groups.

You can create a group without users and add members later.

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Create the Group

After the group name and optional access details are ready, click Create Group.

The group appears on the Groups page and any project access assigned to the group applies to its members.

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Next Steps

• Review group changes with Managing Groups
• Understand access impact with Groups Overview
• Manage user membership with Users in Groups