Groups

Groups let you treat a set of users as a unit — for assigning work, populating reviews and approvals, and granting access. Rather than naming individuals over and over, you point at a group and let membership do the work.

Creating and managing groups

A group has a name and a set of members you add and remove as needed. You can see all groups at a glance, along with how many members each has, and manage membership from one place. Because a group is defined once and reused everywhere, keeping it current — adding a new hire, removing someone who’s moved on — automatically keeps everything that references it correct.

Why groups matter

Groups make the rest of the platform robust against change. An approval step assigned to a group is satisfied by any qualified member, so a single person being away doesn’t stall a workflow. A review that draws its participants from a group stays correctly staffed as the team evolves. And access granted to a group flows to its members consistently. The alternative — wiring everything to named individuals — is brittle and quickly drifts out of date.

Groups and permissions

Groups work alongside Roles & permissions and Project permissions: a role defines what a kind of user can do, while a group defines a reusable set of people to whom work and access apply.