Groups

Groups are a way of managing Projects and users as Group members.

A project must have a group.

Adding a new group

Only Organization Admin users can add a new group to an organization.

To add a new group:

  1. From the organization page, scroll to the groups listing

  2. Select Add Group

  3. You will be taken to a pop up where you can nominate:

    1. Name : this is the display name for the group

    2. Slug : used in URLs for the group. If not set, will default to the group name.

    3. Description (optional) : used to describe the purpose of the group

  4. Select Add Group

  5. You will be taken to a new page for the Group. Your options form here are to:

    1. Add Project

    2. Add Members to the group

Adding a new project to a group

Only Organization Admin users can add a new project to a group.

Project must belong to a group. A group can have multiple projects.

To add a new project:

  1. From the group page, select Add Project

  2. You will be taken to a pop up where you can nominate:

    1. Name : this is the display name for the project

    2. Slug : used in URLs for the project. If not set, will default to the project name.

    3. Description (optional) : used to describe the purpose of the project. This is displayed on the project page.

  3. Select Add

Once the project has been created, you can navigate to that project and add files and members.

Group Members

Adding a user at the group level is a convenience that will add them automatically to all projects within the group.

Adding at group level is optional. The alternative is to add members at the project level.

Note

You can add any RiskScape platform user to your group. They do not need to be a member of your organization.

Add a new member to a group

Only Organization Admin users can add a new member to a group.

To add a new user as a member of a group:

  1. From the group page, select Add Member

  2. You will be taken to the Add Member to Group pop up

  3. You will need to search for the user by Name or Username

  4. Once you have found the correct user, click on their name. This will populate the Name or username field.

  5. Select a role for the user across the group

  6. Select Add to Group

The user will be added to any existing projects in the group and all new projects when they are created.