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User groups
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User groups

With a group, you can centrally manage multiple users — assigning a role to the group rather than to each user individually. Each user in the group will inherit those roles. For example, you can group users together to manage a specific project or billing.

You can add users of different types to a group. One user can be added to several groups. If the user had other roles (individual or other group roles) before being added to the group, they are summarized with the group roles.

Create and configure a user group⁠

  1. Create a group.
  2. Assign roles to the group.
  3. Add users to the group.

1. Create a group⁠

  1. In the control panel, on the top menu, click Account.
  2. Go to the User Groups section.
  3. Click Add Group.
  4. Enter the name of the group.
  5. Optional: enter a description of the group.
  6. Click Add Group.

2. Assign roles⁠

  1. In the control panel, on the top menu, click Account.
  2. Go to the User Groups section.
  3. Open the user group page.
  4. In the Roles block, click Assign Role.
  5. Select a role. To add the role of Account Administrator or Project Administrator, you must have at least 100 ₽ in your account balance.
  6. If you have selected the Project Administrator or Project Observer role, check the desired projects.
  7. Optional: To assign another role to the group, click Add Role and select the desired role.

3. Add users to the group⁠

  1. In the control panel, on the top menu, click Account.
  2. Go to the User Groups section.
  3. Open the user group page.
  4. In the Users block, click Add Users.
  5. In the list of all users in the account, check the users you want to add to the group.
  6. Click Save.

Change user group⁠

You can change the group name, change roles, add new users to the group, and exclude users from the group.

Change the name and description of the group⁠

  1. In the control panel, on the top menu, click Account.
  2. Go to the User Groups section.
  3. Open the user group page.
  4. From the menu of the group, select Edit title and description.
  5. Change the name and description of the group.
  6. Click Save.

Change group roles⁠

  1. In the control panel, on the top menu, click Account.
  2. Go to the User Groups section.
  3. Open the user group page.
  4. In the Roles block, click Edit.
  5. To delete a role, in the row with the role, click .
  6. To add a role, click Add Role and select a role. To add the role of Account Administrator or Project Administrator, you must have at least 100 ₽ in  your account balance.
  7. If you have selected the Project Administrator or Project Observer role, check the desired projects.
  8. Optional: To assign another role to the group, click Add Role and select the desired role.

Exclude users from the group⁠

When a user is removed from a group, the user is not deleted, but the roles they had in that group are removed from their role list. If the user has an individual role or is a member of other groups, the user will retain their respective roles. If the user has no other roles, he/she will remain without a role.

  1. In the control panel, on the top menu, click Account.
  2. Go to the User Groups section.
  3. Open the user group page.
  4. In the Users block, in the row with the user, click .
  5. Enter the name of the group to confirm.
  6. Click Exclude.

Delete a user group⁠

When you delete a group, users are not deleted, but the roles they had in that group are removed from their role list. If a user has an individual role or is a member of other groups, they will retain their respective roles. If a user has no other roles, they will remain without a role.

  1. In the control panel, on the top menu, click Account.
  2. Go to the User Groups section.
  3. From the menu, select Delete.
  4. Enter the name of the group to confirm.
  5. Click Delete.