Creating Groups

    Groups are used to define the level of access that Users should have to your Project. Once you have created a Group, you can configure the Group permissions and then invite Users to the Project, placing them in the appropriate Group.

    To create a Group, select the Users tab in the top right corner of the Project.

    Permissions Tab

    Click Add Group in the top right hand corner.

    Give the Group a name and click the next arrow.

    Creating a Group

    Your Group has now been created. The permissions for the Group can now be configured.


    Until you configure permissions for the newly added Group, if any Users are added to the Group then they will not have permissions to see any of the Tables in the Project.

    Colour Coding Groups

    Groups can be assigned a colour, which will help Users quickly identify Records which are assigned to a User within a certain Group.

    For example, if a Table has a User Field added, when colours are assigned to the Groups then this colour coding will show when anyone is viewing those Records.

    To assign a colour to a Group, select the Users tab.

    Permissions Tab

    Click the square to the left of the Group that you would like to assign a colour to.

    You can select one of the pre set colours immediately, or choose a custom colour by clicking on the grey boxes underneath the 12 pre set colours.

    Setting Group Colour

    Once a colour has been set for a Group, it will be applied to Records across the Project.