Assign a group to a user or role

Assign groups to users and roles to create a hierarchy of users with assigned rights and privileges.

Add a group
  1. In the main toolbar, select Open dashboard page and then select Manage users and groups.
  2. On the dashboard page, either:
    • Under Groups, drag a group onto a user under Users or onto a role under Roles. You can also drag a user or role onto a group. Hold down Shift or Ctrl to select and drag consecutive or multiple selections.
    • Select one or more groups, select Assign to users or roles, select the users and roles, and then select Apply.
    Tip: Group assigned appears next to a user or role that is already assigned to a group. You can assign the group to a user or role from Project view by dragging the group to the user or role in Project view.
The group appears assigned to the user or role on the dashboard page.