Creating and Using User Groups

SmartPM allows administrators to organize users into groups to simplify project access and permissions. Instead of adding users individually to projects, you can add an entire group at once. User groups are especially useful for assigning teams that frequently work together or share the same roles across multiple projects.

Creating a User Group

1. Navigate to the Admin tab in the left navigation bar.
2. Click Groups from the top menu bar..
3. Click  + Group.
4. Enter a name for your group.
5. Add the desired users to the group.
6. Click Save to create the group.
   
   

Managing a User Group

• Add users: 
  • Click the pencil icon next to the group.
  • Add users from the drop down. 
  • Click Save.
    
    
• Manage project access:
  • Click the Manage Projects icon to choose which projects the group can access.
  • Click the checkmark next to the applicable groups. 
  • Click Save.
     
    
• Delete a group: 
  • Click the trash can icon to remove the group.
  • Click Yes.