Groups overview in THAREJA

Groups come into existence when you have to perform same type of actions for more than one member of a team. You can just create a group with required members and then use that group wherever you need to add those members instead of individually selecting them. 

Note: Only the team owner and manager can create, edit or delete groups.

This guide covers the topics listed below:

• Adding a group
• Deleting a group
• Archiving a group
• Editing group details
• Restore an archived group

Adding a Group

STEP 1. Open Groups page from left side navigation to get to the list of groups.

STEP 2. Then click on New Group button given at the top right corner of the page.

Add New Group popup will appear to fill in these details:

STEP 3. Once you filled in all the details, click Save.

Deleting a Group

Note: Only archived groups can be deleted.

STEP 1. Open Groups page from left side navigation to get to the list of groups. 

STEP 2. Go to Archived groups listing. Open Actions menu on the group you want to delete and click Delete Group.

STEP 3. Next you will get a confirmation popup, click OK to confirm and your group will be permanently deleted. 

Archiving a group

You can easily archive a group by following these simple steps:

STEP 1. Open Groups page from left side navigation to get to the list of groups. 

STEP 2. Now open the Actions menu on the group you want to archive and click Archive Group.

STEP 3. Next you will get this confirmation popup, click OK to confirmand the group will be moved to archived groups listing.

Editing group details

Note: Only the team owner and manager can create, edit or delete groups.

STEP 1. Navigate to Groups listing page from the left side navigation.

STEP 2. Open the Actions menu on the group you want to edit and click Edit Group.

STEP 3. Edit Group popup will appear next. Click on the General tab to edit general details and once you are done with the changes, hit Save.

Similarly you can edit details under People tab.

You can add/remove and edit the manager access here.

You can assign or remove projects from the group here.

Restoring an archived group 

Note: Only archived groups can be restored.

STEP 1. Open Groups page from the left side navigation to get to the list of groups. 

STEP 2. Go to Archived groups listing. Open the Actions menu on the group you want to restore and click Restore Group.

STEP 3. Next, you will get a confirmation popup, click OK. Your group will be restored and moved back to the active groups listing.