Groups of users allow to set a level of visibility of project topics in a simple and flexible way.

This app feature gives you the possibility to categorize groups of users and to restrict certain topics to specific groups. Each user can be part of one or more groups. You can add as many groups as you want, modify the name or delete them.

### Topics should not always be visible by everyone

It is not always a good practice for all discussions to be visible in a project. Indeed, if everything is open, some people may feel uncomfortable contributing and discussing in a relaxed way.

Also having only one channel of communication, you could end up with too many topics. That could discourage people from paying attention to the new topics. As too many of them won’t be focused on what they need to know.

So determining who can have access to what is a good practice to cut the noise of the communication.

### What are groups ?

Groups are a simple way to define visibility of topics in a project.

By default, a project has only one group. Members of a group share a list of topics and a board. This setting is ideal, when you work only inside your company.

But what if you want to discuss a subject with your structural engineer? You could create a group dedicated to the discussion with him and his team. Or maybe with other engineers. Just a matter of preference.

You could also create a group including your client to discuss programmatic topics.

“What is exactly the surface for this specific space?”

“What are your feelings about this early design?”

These could be the type of questions, you exchange with your client in this group.

### How to create a group and invite users to it

You go to the project groups page to create a new  group. Choose a name that would remind you later, who should have access to it. For example, “engineers” or “client” or what fits best for your organization.

Then you can invite users to the new group. It can be users that have already been invited to the project or users that you invite in a specific group and in the project at the same time.

Users can belong to several groups. For example, the client could be invited to “engineers” and “architects” group, as he is interested in both discussions.

As an administrator of the project, you have access to all groups.

When you belong to more than one group, the group select list at the top-left corner of the topic list allows you to switch between project groups and see topics and board specific to them.


Leave a Reply

Your email address will not be published. Required fields are marked *