Groups of users in FlowFast

If you have a large company and use many spaces, we recommend setting up employee rights and accesses using groups.

Groups can help to:

give a new employee access to all relevant spaces at once,
ensure that the staff member does not get access to classified information,
edit the rights of a group of people at once,
add all members of a group to a space or a card at once instead of inviting only one person at a time.

In this article you will learn:

How to create a user group
How to add members to a group
How to remove users from a group
How to manage group members' access rights
About adding and subtracting user rights when adding to a group
How to add a group of users to a space
How to add a group of users to a card

How to create a user group

Groups can be created by someone who has access rights to the administrative section "Members". Initially, the company owner has these rights and can grant access to other users.

All companies already have the "All company members" group created by default. Use it to share general information.

To create a new group:

Open menu → Members.

Go to the Groups tab. Click the purple plus button.
Enter the group name and basic settings.

When creating a group, check the "Allow adding group to spaces and cards" box. Without this setting, you will not be able to add the group to a space and a card.

How to add members to a group

Open menu → Members → Go to the Groups tab → select the desired group.
Click on the icon with the little people to the right of the group name.
In the window that opens, select the users you wish to add.

How to remove a user from a group

Method 1: Via "Groups"

Open menu → Members.
Click on the Groups tab.
Select the desired group and click on the name of the user you wish to remove from the group.

In the window that opens, in the "Groups" field, click on the cross next to the group from which you want to remove the member.

Method 2: Via "Company members"

Open menu → Members.
Click on the line with the name of the user you want to remove.

In the window that opens, click on the cross next to the group name.

When you remove a user from a group you can choose whether or not to remove the user from the spaces of this group.

In the window that appears, put a checkmark in the "Remove user from spaces accessed by the settings of this group" checkbox to remove the user. Click "Remove".

When a user is removed from a group, he or she will retain access to the administrative sections defined by the group. To close access, you will need to edit the user's access rights manually.

How to manage group members' access rights

Open menu → Members → go to the Groups tab → select the desired group.
Click on the edit icon next to the group name.

If you want to give users in this group access rights to administrative sections, go to the appropriate tab and check the boxes next to the desired sections.

Permissions will be given to members when they are added to the group.

Revocation of group rights affects all members.

Removal from a group does not affect a user's access rights.

If you want to give users from this group access to spaces, go to the appropriate tab, check the boxes next to the desired spaces, and select the roles on the spaces for all members of the group.

Adding and subtracting user rights when adding to a group

There are a few nuances when adding a user to a group:

Personal access to administrative spaces is added to group access.
The role on the space is defined by the group. If the role specified in the group setting is lower than the user's current role, the user's role will be lowered when added to the group.
A single user can be added to multiple groups. In this case, the rights and accesses are added up.

How to add a user group to a space

When creating a group, check the "Allow adding group to spaces and cards" box. Without this setting, you will not be able to add a group to a space or card.

Go to the desired space and click on the people icon in the upper right corner of FlowFast.

Click on the plus icon, in the window that opens select the "Add groups" tab. Click on the name of the group you wish to add.

Confirm your choice

How to add a user group to a card

Open the card, click "Add Members". In the window that opens, go to the "Groups" tab and click on the group name.

If you don't see the group you want in the "Groups" tab, check the group's access to the space where the card is located.

To do this open menu → Members → "Groups" tab.

You may also find the following articles useful:

👉 User roles

👉 How to manage users and their access rights