User groups are used to give access to events and tasks that might be beyond users’ usual permissions. User groups can be configured only at the project level.
A user group can be used to give access to events and tasks to members of that group, even if they would not normally have permission to view events or tasks in a certain category. Being in a user group also allows group members to show up in the people picker and become a user who can be a responsible party on a task.
After you create a user group, you can assign the user group to individual forms or tasks when you fill them out or when you open an event or task after it has been started. See Filling Out a Form and Task - Web and Event and Task Management for more information.
On the User Groups project settings tab, you can create, edit, copy, deactivate, and delete user groups.
To delete a user group, you must deactivate it first, and then remove all users from the group.
The following Step by Step shows you how to add a user group.
In module settings at the project level, click Project settings in the upper-right of the page.
In the User Groups tab, click Create user groups.
The Create user group dialog box shows
Enter a user group name and description, and select users to include in the group.
Click Save.
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