Updating Groups

Once a Group has been created, there are some changes that can be made to it. You can choose to rename the Group, change the Group’s assigned colour, or change the Group permissions. These actions can be carried out regardless of whether there are Users in the Group.

To change Group permissions, see the documentation on configuring group permission.

Renaming a Group

To rename an existing Group, start be selecting the Users tab in the top right hand corner of your Project.

Permissions Tab

Click the arrow to the right of the Group that you would like to rename and select Rename Group.

Make the changes to the name and click out of the name editor.

The Group name will now be updated with immediate effect.

Renaming Group

TIP

You cannot update the name of the three default Groups: Project Admins, View, Edit.

Changing a Group’s Assigned Colour

All Groups in a Project can be assigned a colour to help quickly identify who Records are assigned to.

Select the Users tab in the top right hand corner of your Project.

Permissions Tab

Click the colour block to the left of the Group that you would like to amend the colour for.

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.

The new colour will be applied immediately across all Records in the Project.

Changing Group Colour