What are 'groups' and how do they work?

Owned by Kasia Czwarkiel (Unlicensed)
Jul 20, 2016

'Grouping' allows your service provider users to work together on the same system without affecting users in other 'groups'.

To create a 'group' simply put the group's name in the user's 'Group' field. Now the user will only be able to see the projects that:

  • they own themselves
  • are owned by other users in the same 'group'.

Users can still hand projects over to users in other groups (in fact this is a handy way of distributing the workflow without cluttering up the teams' views with projects that they are not ready to handle yet).