Member Groups
Organize members into groups
Member Groups are sets of members manually defined within the workspace. They are used to simplify responsibility assignments — instead of selecting members individually, you reference the group.
Groups are organizational. They do not control permissions (this is handled by role) — but they can be used as references across multiple areas of the platform.
A member can belong to multiple groups simultaneously, and there is no limit to the number of groups or members per group.
Where groups are used
- Task responsibilities — assign a task to a group instead of an individual member.
- Item responsibilities — define that a group is responsible for specific items in a category.
- Conditions and filters — use the group as a criterion in display rules or workflows.
- Notifications — send notifications to all members of a group.
How to create a group
Access the Groups tab
In the side menu, go to Settings > Member Management and click the Groups tab.
Click Create
The creation form will open.
Name the group
Give it a descriptive name that identifies the group’s purpose (e.g., "Finance", "HR Team", "Reviewers", "Audit").
Select members
Choose the workspace members who will belong to the group.
Save
The group will be available for use in tasks, fields, conditions, and notifications.
Editing or removing group members
You can edit a group at any time to add or remove members. Changes are applied immediately — if a member is removed from a group, they instantly lose any assignments that depended on that group.