Creating roles or user groups is a great way to generate reports that only include the people you want. You can create roles and groups for the team you manage directly or for each office in your organization. That way, you can focus closely on a few people without getting distracted by everyone else.

To create roles and add users to them, go to the Team Members page, under Management, or move your mouse near a user's name to reveal the roles selector. Click Add/edit roles to create roles, then select which roles each user belongs to.

To create groups and add users to them, go to the Team Members page, under Management, or move your mouse near a user's name to reveal the groups selector. Click Add/edit groups to create groups, then select which groups each user belongs to.

You can easily assign projects to groups but you cannot assign projects to roles. Using the same logic, users can belong to multiple groups but can only have one role.

There's no limit to the number of user groups and roles you can create or the number of groups a user can belong to. Report filters are remembered between sessions.

Did this answer your question?