User Groups

Assign whole teams - in one click instead of thirty

Bundle your people into groups once, then staff entire projects in a single step. Every member automatically gets the right project role - no one gets left out.

Staff a project

Munich Office

9 members

ABLMTKSR
Assign group

Project Aurora

9 members assigned

ABA. BergEditor
LML. MaiAdministration
TKT. KochEditor
SRS. RothViewer

Staffing projects costs you time every week

Adding teams to projects person by person means losing the overview - and regularly missing someone.

Person by person

Every new project means searching out the same people one by one and assigning them individually.

Someone is missing

With manual staffing a colleague slips through easily - and only notices weeks later that project access is missing.

New hire, lots of rework

A new employee has to be added to every relevant project individually before they can start working.

Reorganizing by hand

When a department changes shape, you replay that change across dozens of projects manually.

Structure once, reuse forever

Your people become reusable groups - the basis for fast, complete project staffing.

01

Create groups

Map your organization: by department, location or area of responsibility.

02

Set members & role

Add people to the group and give each the right project role along the way.

03

Assign the group

Add the entire group to a project - all members, permissions included.

04

Maintain centrally

When the team changes, you maintain it in one place. The group stays current everywhere.

Overview

Every group in one place - member counts at a glance

The group directory lists every user group in your tenant with its current member count. You see immediately how your organization is mapped in the system.

  • Every group with name and current member count
  • Create new groups in one click
  • Open and edit existing groups directly
  • A clear basis for project staffing
User groupsNew group
Search group…
Frontend Team6
Marketing4
Munich Office9
QA & Test3
Sales DACH7
Frontend TeamProject role
Select user…
ABAnna BergEditor
LMLukas MaiAdministration
TKTom KochEditor
SRSara RothViewer

Role included

Add a member and assign a project role in one step

When you add someone to a group, you set their project role at the same time - whether Viewer, Editor or Administration. The permission travels with the group.

  • Project role per member right at the time of adding
  • Roles determine what the member may do in the project
  • No separate maintenance of permissions
  • Fits your global role model

Stay flexible

Rename, add, remove - changes take effect instantly

Organizations change. Rename groups, add new members or remove those who have left - without touching the affected user accounts.

  • Create, rename and dissolve groups
  • Add or remove members at any time
  • The user account itself stays unchanged
  • Changes take effect immediately
Edit group
Munich Office
Search user…
ABAnna Berg
LMLukas Mai
TKTom Koch
Changes saved
Groups × Projects
AuroraHelixNordsternDeltaOrbit
Frontend Team
Marketing
Munich Office
QA & Test
assignedopen

Resource pool

One pool of groups staffs your entire portfolio

Define your groups once, centrally - and staff every project from them. So PMO and administration see at a glance which group carries which project.

  • Central groups for the whole portfolio
  • The same group staffs any number of projects
  • Recurring team constellations available instantly
  • Less maintenance across all projects

Set up once, never busywork again

User groups take recurring assignment work off your plate instead of creating more.

Once instead of over and over

You structure your teams a single time. After that you staff projects in seconds instead of minutes.

Complete without a second thought

Because the whole group is assigned, no one is left out - completeness comes automatically.

Change in one place

You maintain staffing changes in the group. Every future assignment is correct right away.

Roles & permissions

Groups assign roles - you define the rights centrally

What rights a project role carries you set in the roles and permissions matrix. User groups use exactly those roles and carry them into your projects.

Frequently asked questions

Everything you need to know about user groups in WORKSPACE.PM.

A user group bundles people for fast, role-based assignment to projects. A team is additionally its own workspace with Kanban, Wiki and meetings. For pure project staffing, groups are the right tool.

Yes. The same person can belong to a location group and additionally to a functional group, for example. This lets you map overlapping responsibilities cleanly.

Every group member brings the project role assigned when they were added. So each person gets exactly the rights their role in the project provides - without you maintaining them individually.

Managing groups is tied to the administration permission. Only accounts with the corresponding rights can create, rename, dissolve groups or change their members.

No. You create your groups and use them for new assignments from now on. Existing project staffing stays untouched until you adjust it.

Bring structure to your project staffing

Create your user groups and staff projects in seconds - try WORKSPACE.PM free for 30 days.