# Groups

> Group team members and grant permissions to whole groups at once.

## What is this page for?

Groups let you gather organization members under a common heading. A group often matches a department or a team, such as "Field Team", "Accounting" or "Management". Instead of managing people one by one, you handle them as meaningful sets.

Groups have two benefits. You can assign a role to a group, which gives every member the same permissions at once. You can also assign a task to a whole group instead of one person. Each organization creates and manages its own groups.

## Example scenario

At a construction company, team lead Burak adds two new hires to the "Field Team" group. The group's roles give the field team's permissions to everyone in it at once. Burak does not need to assign roles to these two people one by one. Later, when he adds a new maintenance task for the field team, he assigns the task to the group. Everyone in the group sees the task and can take it on.

## Who uses it

- **Owner and admins:** Create groups, add or remove members, and organize groups to match the organization's structure.
- **Team leads:** Gather their teams under a group to make work assignment and tracking easier.
- **Members:** See the groups they belong to and work as part of a group on the tasks assigned to it.

Small teams can work without groups. As the team grows and departments form, groups are the most practical way to keep assignments organized.

## Step by step

1. **Open the Groups section.** Go to Organization Settings → Groups. Existing groups are listed here.
2. **Create a new group.** Click "Create Group" and give it a name that describes the department or team, such as "Field Team".
3. **Add members.** Open the group and add the right people from the organization's members. You can add a person to more than one group.
4. **Assign roles to the group.** Open the group and choose one or more roles. Every member automatically gets the permissions of those roles.
5. **Assign work to the group.** When you assign a task, choose the group instead of a person. Everyone in the group sees the task and can take it on.
6. **Update members.** Remove people who leave the team and add new ones. The group should always reflect the current team.
7. **Delete unused groups.** Deleting a group only removes its membership links. The people stay in the organization as members.

## Process flow

```mermaid
flowchart TD
    A[Open the Groups section] --> B[Create the group and name it]
    B --> C[Add organization members to the group]
    C --> D{What is the group used for?}
    D -- Granting permissions --> E[Assign roles to the group]
    D -- Assigning work --> F[Assign tasks to the group]
    D -- Organizing the team --> G[Gather the department under a group]
    E --> H[Members get the permissions and work]
    F --> H
    G --> H
```

## Frequently asked questions

**What is the difference between a group and a role?**
A role decides what a person can see and do. A group gathers people under a common heading. When you assign a role to a group, everyone in the group gets that role's permissions.

**Can a person belong to more than one group?**
Yes. An employee can be in both a department group and a region group. Each group is managed separately.

**Can I assign a task directly to a group?**
Yes. When you assign a task, choose a group instead of one person. Everyone in the group sees the task and can take it on.

**What happens to members when I delete a group?**
Only the group's membership links are removed. The people stay organization members, and their roles and other group memberships do not change.

**What do I gain when I add a new employee to a group?**
The person automatically benefits from that group's assignments and permissions. You do not need to add them to each task one by one.

**Does a group change its members' permissions?**
Yes, but only if you have assigned a role to the group. A group with no roles only organizes the team and makes work assignment easier; by itself it adds no permissions. A member's total permissions are the combination of their own roles and the roles of the groups they belong to.