Access Group Set: Groups

Overview

This access group set allows you to control which members can create, view, and associate Groups to a project.

Groups allow you to collect project-related information that you can report on, track, and filter. While a group is commonly used to collect client information, it's specifically designed to be flexible and general so you can organize your data the way you prefer.

Groups

• Manage groups—If checked, members can create, edit, or delete a group.
  
  Note: The Manage groups permission does not allow users to modify the Custom Fields section of a group. These permissions can be found in Settings > Custom Fields.
• Select groups—If checked, members can select a Group(s) and associate it to a project or rate card.
  Note: Only Account Administrators have the ability to associate a group to a user from the Member Details side panel.
• View groups—If checked, members can view the list of groups found on the Projects page.