How to check which Project Groups a user belongs to | Tablet

Default group (Document Controller List, Procurement Group and Workflow Group) rules:

1. Only System Administrators or users part of the default group can add users to the group. 
   
2. Only System Administrators can remove users from default groups.

View a Contacts Project Group

Navigate to the menu bar icon and click Contacts

Click on the ellipsis in line with the chosen user and select View/Edit.

Select the Project Groups tab.

From here you can view which groups the user is part of.

You can also add or remove users from the groups.

Add User to a Group

Click on the 'Search Group' field, enter the desired group name, and select it to assign the user.

Once selected, click 'Save' to update the user's details.

Remove User from a Group

Click the delete icon to remove user from the group.

Once removed, click 'Save' to update the user's details.

• Related Articles

• Users and Groups (Distribution Lists) | Tablet

  User Groups in Commnia are designed to speed up Commnia’s core functions and communicate with a collection of contacts all at once if need be. 4 Default Groups get created by default when a new project is created: Project Contact List: Anyone that ...

• Add Contacts to Project Groups | Tablet

  Groups in Commnia are designed to speed up Commnia’s core functions. Please note Project Contact List is considered as a group in Commnia. Access Groups in Commnia The Project Users function allows you to view and add your project contacts to user ...

• Project Contact List | Tablet

  Purpose The Project Contact List is a distribution list of all users and groups belonging to an active project. By utilising the Project Contact List, project stakeholders can conveniently connect with the relevant users and groups, streamlining ...

• Document Controller Group - Add and Remove Users | Tablet

  The Document Controller Group is automatically created when a new project is set up in Commnia. You can find this group inside the Contacts Module, alongside other project user groups. Members of the Document Controller group are given special ...

• Default Project Groups | Tablet

  Default Groups is a custom group that will be automatically added to all newly created projects. Create Default Group Select Contacts under from the Home Menu Click on Project Groups tab and then Manage Default Project Groups. To add a new default ...