User groups
With a group, you can centrally manage multiple users — assign permissions to the group rather than to each user individually.Each user in the group will inherit those permissions.For example, you can group users together to manage a specific project or billing.
Users of different types can be added to a group.One user can be added to multiple groups.If a user had other permissions (individual or other group) before being added to a group, they are added to the group permissions.
Create and configure a user group
1. Create a group
- In the control panel, on the top menu, click Account.
- Go to the User Groups section.
- Click Add Group.
- Enter the name of the group.
- Optional: enter a description of the group.
- Click Add Group.
2. Assign authorizations
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In the control panel, on the top menu, click Account.
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Go to the User Groups section.
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Open the user group page.
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Set the resolution by selecting:
- access area. If you have selected the access area Projects, select the desired projects;
- part. To add a role member on balance account balance must be at least 100 ₽.
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Optional: To assign another permission to the group, click Add Permission and follow step 4.
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Click Assign.
3. Add users to the group
- In the control panel, on the top menu, click Account.
- Go to the User Groups section.
- Open the user group page.
- In the Users block, click Add Users.
- In the list of all users in the account, check the users you want to add to the group.
- Click Save.
Change user group
You can:
- change the name of the group;
- to change the permissions;
- add new users to the group;
- exclude users from the group.
Change the name and description of the group
- In the control panel, on the top menu, click Account.
- Go to the User Groups section.
- Open the user group page.
- From the menu of the group, select Edit title and description.
- Change the name and description of the group.
- Click Save.
Change group permissions
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In the control panel, on the top menu, click Account.
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Go to the User Groups section.
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Open the user group page.
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In the Permissions block, click Edit.
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To remove a resolution, in the resolution block, click .
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To add an authorization:
6.1.Click Add Permission.
6.2.Set the resolution by selecting:
- access area. If you have selected the access area Projects, select the desired projects;
- part. To add a role member on balance account balance must be at least 100 ₽.
6.3.Click Assign.
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.
- In the control panel, on the top menu, click Account.
- Go to the User Groups section.
- Open the user group page.
- In the Users block, in the row with the user, click .
- Enter the name of the group to confirm.
- 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.
- In the control panel, on the top menu, click Account.
- Go to the User Groups section.
- From the menu, select Delete.
- Enter the name of the group to confirm.
- Click Delete.