Create and use user groups

Create reusable, account-level groups of users so you can assign several people at once instead of selecting them individually every time.

Overview

A User group is a named set of users defined once at the account level. Once a group exists, you can select it wherever groups are supported — for example when assigning reviewers to a defect — and everyone in the group is added in a single step.

Before you start

• User groups are managed under Settings > Personnel > User groups.
• Creating, editing, and deleting groups uses your personnel permissions (the permissions to read, create, update, and delete employees).

Create a user group

1. Go to Settings > Personnel > User groups.
2. In the New user group field, enter a name. You can also enter an optional Display ID.
3. Click Add group.

Add or remove members

1. Click a group in the list to open it.
2. Use Add members and Select users to choose the people to include.
3. Click Save members.
4. To take someone out of the group, use Remove member.

Tip: Update a group's membership once and every future assignment that uses the group reflects the change — you do not need to edit each record individually.

Rename or delete a group

1. Open the group to rename it or change its Display ID, then save.
2. To delete a group, use the Delete action and confirm in the Delete user group? dialog.

Note: Deleting a group only removes the group. It does not remove or change the users who were in it.

Assign a group to a defect

User groups appear as their own section in the defect's Reviewer selector.

1. Create or edit a defect.
2. Open the Reviewer field (it is required).
3. Under User groups, select a group. Every member of the group is added at once. You can still add individual people under Users.
4. Save the defect.