Affected users

  • Workspace owners


As mentioned in What is a workspace? article, you can find all your members in the Groups Management Screen. This screen is only accessible for Workspace Managers.


A group is defined by:

  • a list of resources
  • a list of user and their role(s)

All users in the group will then have the defined roles on all the resources of the group.

Please note that a resource or a member can be added to several groups.

  • A resource in several groups can be accessed by the members in the different groups that contain the resource.
  • A member in several groups will then have all the roles defined in these groups at the same time.


For example, let's imagine Alice and Bob have to work on project X and Y, but are not supposed to have access to project Z.

So we can set up a group with Alice and Bob. We will then add resources X and Y to the group.

If Alice now needs access to the Z project, then we will add her to another group that contains project Z. Bob will not have access to project Z.


TABLE OF CONTENTS


How to view the groups of a workspace

To access it:

  1. Go to the workspace home page.
  2. On the top-right corner, click the Groups button.



How to view the resources and member roles of a group

To view the resources and member roles of a group:

  1. Go to the workspace's Groups Management Screen.
  2. Click the group you want to manage.



How to create a new group

To create a new group:

  1. Go to the workspace's Groups Management Screen.
  2. Click the Add Group button in the top-right corner.
  3. Provide a name for the group.
  4. Click "Add".



How to add resources to a group

To add resources to a group:

  1. Go to the workspace's Groups Management Screen.
  2. Click the group you want to manage.
  3. Click Add Resources on the top-right corner.
  4. Select the resource you want to add.



How to add members and their associated role(s) to a group

To add users and their associated role(s) to a group:

  1. Go to the workspace's Groups Management Screen.
  2. Click the group you want to manage.
  3. Click Add Users on the top-right corner.
  4. Select a role.
  5. Select the members you want to add to the group with the selected role.



How to view the list of members who can access a resource

To view the list of members who can access a resource:

  1. Go to the workspace's home page.
  2. On the top-right corner, click the Resources button.
  3. Click the Manage Resources button for the desired resource.
  4. All the groups and all their associated member roles on this resource are displayed.



You can go to the group edition page by clicking the button.


How to remove a resource or a member role from a group

To remove a resource or a member role from a group:

  1. Go to the workspace's Groups Management Screen.
  2. Click the group you want to manage.
  3. Hover over the resource or member role you want to delete and click the Delete button.