Groups
Groups are sub-teams within organisations. They let you organise members into smaller teams and control which users have access to specific projects.
How groups work
Every group belongs to an organisation. Groups are useful when an organisation has many members and different people need access to different projects. You can create custom roles, manage membership, and control who can see the group using visibility settings.
Viewing your groups
Navigate to Groups in the home sidebar to open the groups list at /home/groups. This page shows all the groups you currently belong to.
Use the Search Groups bar to filter the list by name in real time.
Pull down on the list to refresh it and pick up any recent changes.
Click any group in the list to open it.
Creating a group
You can create a group from the home Groups page. If you are already inside an organisation, you can also create a group directly from that organisation's Groups tab - see the note at the bottom of this section.
From the home Groups page
On the Groups page, click the Create Group button (the plus icon in the top toolbar).
In the Owner field, select the organisation that will own this group. The dropdown lists all organisations you belong to.
Enter a Group Name (3 to 64 characters).
Choose a Visibility setting:
Private - only members of the group can see it. It will not appear in public browse results.
Public - anyone can find and view the group. Other users can request to join.
Protected - the group is visible in search results, but joining requires an invitation from a group manager.
Add an optional Description (up to 2048 characters) to explain the group's purpose.
Click Create to finish, or Cancel to go back without saving.
The Create button stays disabled until you have filled in all required fields. If it appears greyed out, check that you have selected an owner and entered a valid group name.
From an organisation's Groups tab
You can also create a group from inside an organisation. Open the organisation, go to its Groups tab, and click Create Group. The form works the same way, except there is no Owner field - the organisation is already set automatically.
Browsing public groups
To discover groups you are not yet a member of, click the Browse button (compass icon) on the Groups page. This opens the public groups browser.
Use the search bar to filter groups by name.
Pull down to refresh the list.
If you find a group you want to join, click Request to join next to it. The group's managers will be notified and can approve or decline your request.
The Request to join button only appears for groups you are not already a member of.
Group settings
To open a group's settings, navigate into the group and select Settings.
Group logo
If no logo has been set, click Upload to choose an image file.
If a logo is already set, click Remove to delete it.
General details
You can update the group's Name, Visibility, and Description at any time. The same visibility options apply as when creating a group (Private, Public, Protected).
Click Save to apply your changes, or Cancel to revert to the last saved state.
Custom roles
The Role Options card lets you create and manage custom roles for the group. Custom roles allow you to define exactly which actions each type of member can perform.
Create a new role
Click Create New Role.
Enter a name for the role in the New Role Name field.
Click Create.
Update an existing role
Click Update Role.
Select the role you want to edit from the dropdown.
Edit the Role Name if needed.
Use the checkboxes to turn individual permissions on or off.
Click Save.
Delete a role
Click Delete Role.
Select the role you want to remove from the dropdown.
Click Delete to confirm.
Deleting a role is permanent. Make sure no members are relying on that role before you remove it.
Delete group
At the bottom of the settings page is the Delete Group section. Clicking Delete permanently removes the group and all its membership data. This action cannot be undone.
Deleting a group is irreversible. All members will lose access immediately.
Managing group members
Open the group and navigate to the Users tab to see the full list of members.
Use the Search Group Users bar to find a specific member.
Pull down to refresh the list.
Click a member's name or avatar to go to their profile page.
Changing a member's role
Find the member in the list and click the ellipsis (...) icon next to their name.
Select Edit Role from the menu.
In the modal that opens, choose a new role from the dropdown.
Click Update to save, or Cancel to close without making changes.
Removing a member
Find the member in the list and click the ellipsis (...) icon next to their name.
Select Remove from the menu.
Confirm the action in the modal by clicking Remove, or click Cancel to go back.
Removing a member revokes their access to all projects associated with the group immediately.
Inviting a user to a group
On the group's Users tab, click the Add user button.
On the Add User page, start typing the person's name or email address. A suggestion list appears as you type.
Click the correct person in the suggestion list to select them. The search field will be replaced with the selected user's details.
If you selected the wrong person, click Reset to clear the selection and search again.
Click Add User to send the invitation.
The Add User button stays disabled until a valid user has been selected from the suggestion list.
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