User Groups

The User Groups window (formerly called “Notification Groups”) allows you to create and manage groups of users that can be assigned throughout the current database for:

Recipients for portal messages
Monitors for assigned actions
Team members in the Project Planning Resources

To access the window, choose File > Manage Repository > User Groups.

In a secure database, this is available only for users with the “Manage users and logins” permission.

Adding or Editing a Group

The table displays a list of the user groups that have already been defined in the current database.

To add a new group, click Add.

To view or edit an existing group, double-click the row or select the row and click Edit.

The Available Users list shows all of the user accounts in the current database that are not yet assigned to the group. Double-click or use the buttons to move at least one user into the Selected Users list.

Deleting a Group

To delete an existing group, select a row and click Delete or press the DELETE key.

If the user group has been assigned to any existing actions, messages or project planning teams, the group will be removed automatically and those users will no longer be assigned in the affected records. There is no undo for delete.

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