Create Groups

Create and Manage Groups for your Teams

Annie

Last Update há 4 meses

Many times, you need to share assets and folders to same set of people repeatedly. You also need to create a specific set of permissions for the same of people. We have built Groups to make this process simpler. Once groups are created, you can directly share your assets or folders with the whole group seamlessly.

Steps to create a Group

Team Admins can create Group by following these steps.

  1. Open Team Settings Page from the Profile icon on top right
  2. Select Groups tab on the Team Settings Page
  3. Click on + Create Group button
  4. On the New Group pop-up, give a new Name to the group (max 50 characters)
  5. Add name or emails of all the members who will be part of this group.
  6. Check the Link Group option if you'd like to automatically link the group with all the existing and new projects.
  7. Hit Create
Learn more about supported characters in the project name.

Steps to edit a Group Name

Team Admins can edit Group name in one of the following ways.

  1. Click on Group Name in the Group Details table
  2. From Group Actions (…) button, click Edit Details

On the Edit Group Details pop-up, modify group’s name and click Update.

Steps to modify Group Members

Team Admins can edit Group name in one of the following ways.

  1. Click on Members’ icon list in the Group Details table
  2. From Group Actions (…) button, click Manage Members

On the Group Members pop-up, team admins can either add new members or remove existing ones.

Group Permissions

Let's look at this in a separate article titled Group Permissions.

Steps to Copy a Group across multiple teams

If Team Admins want to use a group's name & members across multiple teams, they can copy the group across multiple teams.

  1. Using Group Actions (…) button, click Copy Group
  2. On Copy Group pop-up,
    1. Select the team(s) you want to copy group to.
    2. Optionally, change the group's new name.
    3. Hit Copy.

Note: Team Admins can only copy group across the teams they are a team admin of.

Steps to Duplicate a Group within same team

If Team Admins want to re-use a group's name and members, they can duplicate the group, change its name and use it however they want.

  1. Using Group Actions (…) button, click Duplicate Group
  2. On Duplicate Group pop-up,
    1. Add the new modified group's name.
    2. Hit Duplicate.

Steps to Delete a Group

Only Team Admins can delete a Group by following these steps.

  1. Using Group Actions (…) button, click Delete
  2. On Delete Group pop-up,

    1. Read and Understand the impact of Group deletion, and acknowledge the same by clicking, “I have read and understood these effects”.
    2. Type confirm in the window.
    3. Hit Delete.

FAQs

1. What happens to users who haven’t signed-up on Postudio, but added to group as a member?

  • If the group is added to a project or a folder, the user will get an email notification to sign-up on Postudio. After they sign-up, they will become part of the group and they will start receiving all the updates.
  • If the group is not added to any project or folder, the user will not be notified.

2. What happens if I turn off the Link Group option?

  • By turning off the Link Group option, the group will not be linked with the projects you're going to create in the future.
  • Linking to the existing projects will still be there.

Other

    Watch Youtube video to learn about Create Groups. 

    #ProView

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