Groups

A group gathers members, „Team Kunde A“ (Team client A) or „Freie Mitarbeit“ (Freelancers) for instance. It has one purpose: under „Zugriff“ (Access) you give a restricted project a group instead of every person one by one. Whoever is in the group sees the project. How restricting works is under Projects.

Groups give access, not rights. They change no role. What somebody may do in a project depends on their role and on the workspace’s permissions, the same for every member — see Who may do what. Owners and admins see every project anyway.

The groups are under Settings → „Gruppen“ (Groups). Owners and admins only. A member gets a 404 page.

The signed-in product speaks German, so its labels and messages are quoted in German throughout, with the English rendering in italics.

The page has two cards: „Gruppen“ with the list at the top, and „Neue Gruppe“ (New group) with the form below it.

Creating a group

One field: „Name“, then „Gruppe anlegen“ (Create group). The name has at most 60 characters and is unique within the workspace, regardless of case. A new group is empty.

Three messages when creating and renaming:

• „Bitte einen Gruppennamen eingeben.“ (Please enter a group name.)
• „Höchstens 60 Zeichen.“ (At most 60 characters.)
• „Eine Gruppe mit diesem Namen gibt es schon.“ (A group with this name already exists.)

The list

Each row shows the name, how many members the group has and how many projects it gives access to — „3 Mitglieder · Zugriff auf 2 Projekte“ (3 members · access to 2 projects), say. Deleted projects do not count. While there is no group yet, it reads „Noch keine Gruppen angelegt.“ (No groups created yet.)

Three buttons on every row:

• „Mitglieder“ (Members) unfolds the group’s members. There „Mitglied hinzufügen“ (Add member) takes in an active member of the workspace, and „Entfernen“ (Remove) takes somebody out; they lose the access the group gave them at once. A person can be in several groups.
• „Umbenennen“ (Rename) opens the name field in the row. The group’s access stays.
• „Löschen“ (Delete) — see below.

Owners and admins can be added too. They see every project anyway; through the group they keep the access should they become members later.

Deleting a group

„Löschen“ on the row removes the group and every access it gave. Whoever saw a restricted project only through this group no longer sees it afterwards. The button asks on the first click; where the group gives access, it names how many members and projects are affected.

When somebody is deactivated or removed

A deactivated person stays in their groups and carries the tag „Deaktiviert“ (Deactivated) there. Their access through the groups rests until they are reactivated. A deactivated person cannot be added.

Whoever is removed from the workspace leaves every group. More under Members.

Plan

Groups come with the Growth plan and above. On a smaller plan the page is still in the settings; „Gruppe anlegen“ and „Mitglied hinzufügen“ are locked there, with the sentence „Gruppen sind ab Growth enthalten.“ (Groups are included from Growth.)

After a switch to a smaller plan, existing groups and their access stay as they are. Renaming, deleting and removing members keep working; creating a group and adding somebody need Growth again.

In the audit trail

„Gruppe angelegt“ (Group created), „Gruppe umbenannt“ (Group renamed), „Gruppe gelöscht“ (Group deleted), „Gruppenmitglied hinzugefügt“ (Group member added) and „Gruppenmitglied entfernt“ (Group member removed) are recorded in the administration trail. More under The two audit trails.