Managing group roles

Once you have added overall roles to a group, you can add users to the group, then assign that group to one or more projects. These users will have the overall roles assigned to the group and will be members of all project teams to which the group has been added.

To manage group roles:

  1. Click Administration icon.

  2. Select Users & Groups and click the Groups tab to display the Group Management page.



  3. Find the name of the group for which you want to manage roles to display the Group Name page:

    • Filter the groups that appear on the page.

    • Sort the list of groups by selecting any of the column names. An arrow next to the column name indicates the direction the list is sorted.

    • Use the pagination bar at the bottom of the list to go to the appropriate page if there are more groups than are listed on this page.

  4. Select the name of a group to display the Group Name page.



  5. Click Overall Roles in the left-hand menu.



  6. Select the roles that you want to assign to all members of this group. Deselect any roles that you want to remove from this group.

    The role is automatically assigned to the group. You do not have to save your configuration information.