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Editing group settings

Adjust group name, role, access security, and permissions

Updated over 10 months ago

To view and edit group settings, just click on the group in the list or use the corresponding option in the context menu – Open group settings.

💡 Only project administrators can access and change group settings.

The group settings card contains the following tabs: Feature permissions, Document permissions, and Security.

To rename the group, click the three-dots menu and select the corresponding option.

Feature permissions

In this tab, you can change the role of the selected group that defines access to project features.

⚠️ It is not possible to change the role of own or last administrator group. First, create a new admin group and move participants to it.

Document permissions

In this tab, you can review and adjust document permissions if needed.

💡 Document permissions are present for User and Custom roles only. Administrator role has full access to all documents by default.

You can also copy permissions from another non-admin group if any are present in the project.

Security

The following security settings are present:

  • Project access: limit access to the project until a certain date, or deactivate it with immediate effect.

  • 2-step verification: require users to verify their identity with a second factor to access your project.

  • Allowed IP addresses: specify applicable IP addresses or ranges to allow access to the project.

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