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.

Click Add Group in the top right hand corner.

Give the Group a name and click the next arrow.

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

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.

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.

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