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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. One user can be added to several groups. If the user had other roles (individual or roles of another group) before being added to the group, they are summarized with the roles of the group.

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 control panels from the top menu, press Account.
  2. Go to the section User groups.
  3. Click Add a group.
  4. Enter the name of the group.
  5. Optional: enter a description of the group.
  6. Click Add a group.

2. Assign roles⁠

  1. in control panels from the top menu, press Account.
  2. Go to the section User groups.
  3. Open the user group page.
  4. In the block Raleigh click Assign a role.
  5. Select part. To add the role of Account Administrator or Project Administrator on the balance sheet The account must have a minimum of 100 ₽.
  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, tap Add a role and select the one you want.

3. Add users to the group⁠

  1. in control panels from the top menu, press Account.
  2. Go to the section User groups.
  3. Open the user group page.
  4. In the block Users 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 group name, role reversal, add new users to the group, ungroup.

Change the name and description of the group⁠

  1. in control panels from the top menu, press Account.
  2. Go to the section User groups.
  3. Open the user group page.
  4. On the menu groups select Edit title and description.
  5. Change the name and description of the group.
  6. Click Save.

Change group roles⁠

  1. in control panels from the top menu, press Account.
  2. Go to the section User groups.
  3. Open the user group page.
  4. In the block Raleigh click Edit.
  5. To delete a role, in the row with the role, click .
  6. To add a role, click Add a role and select part. To add the role of Account Administrator or Project Administrator on the balance sheet The account must have a minimum of 100 ₽.
  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, tap Add a role and select the one you want.

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 control panels from the top menu, press Account.
  2. Go to the section User groups.
  3. Open the user group page.
  4. In the block Users in the user line, 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 control panels from the top menu, press Account.
  2. Go to the section User groups.
  3. On the menu select Delete.
  4. Enter the name of the group to confirm.
  5. Click Delete.