Project group

A project group is a workspace within an organization that organizes projects and controls access to them.

Use Manage access in the group's settings to allow organization-wide access or select individual members for a private group.

Group access and role permissions work together. Access lets a member reach the group's projects; their role determines which actions they can perform there.

Create a project group

Creating a group requires Full Admin permission. New project group appears in the Projects menu when you have this permission and at least one group is already available.

1. Open the Projects menu and select New project group.
2. In Create new project group dialog, enter a Name. Use a name that is unique within the organization.
3. Optionally enter a Description.
4. Select Create group.

Create group is disabled while the name is empty or the group is being created.

Groups are Public by default.

Example

An organization can create separate private groups for Marketing, Finance, and Customer Support projects. Project Admins and Content Editors added to the Marketing group can access its projects without receiving access to the other private groups.

Full Admins and Agents retain access to all of these groups through their roles.

Manage project groups

Full Admins can create, update, and delete project groups, change the access setting, and add or remove organization members.

Open an existing group's Settings and select Manage access.

Members you add must already belong to the organization. To invite someone first, see Organization users.

Choose public or private access

Setting	Access for Project Admins and Content Editors
Public	Members of the organization can access the group's projects without being selected individually.
Private	Members must be added to the group's access list.

Full Admins and Agents retain access to private groups without being added to the list. Removing a Full Admin from the list does not remove the access granted by their role.

Allow organization-wide access

1. In Manage access, select Public.
2. Select Save.

Selecting Public hides Who has access. Saving clears the previously saved list of individually selected members.

Restrict access to selected members

1. In Manage access, select Private. The Who has access section appears.
2. Open the member selector and use Search by name or email... to find organization members.
3. Select one or more members. Add appears when members are selected.
4. Select Add to put them in the access list.
5. Review the list and select Save.

The list shows each selected member's name, email address, and role. Adding a member who is already listed does not create a duplicate entry.

Remove a member from a private group

1. In Manage access, select Private if needed.
2. Under Who has access, select the Remove button beside the member.
3. Select Save to submit the updated list.

For a Project Admin or Content Editor, removal from the saved list removes their access to that private group's projects. Full Admins and Agents retain access through their roles.

Save your changes

Changing the access setting or adding or removing members enables Save. Selecting Add or Remove only changes the list in the form; select Save to save the configuration.

Group and environment access

Project groups and environments have separate access settings and member lists.

To configure who can access an environment, see Environment access management.

Delete a project group

A project group cannot be deleted while it has projects or selected members. Move its projects to another group or delete them, then remove selected members under Manage access and save the changes before deleting the group. The last project group in an organization cannot be deleted.