Advice and answers from the ScrumDo Team

If you've enabled Groups via the Organization settings


There are three ways that a manager can add group members to a workspace


A. Through the organization-wide group management interface

B. Thorough the workspace dashboard interface ( For easy access)

C. From the workspace settings, one can create groups and add group members

First, we will look at the organization-wide group management interface

  

The Groups page 

This allows you to create new groups, provide the right access to groups members, create manager groups etc.
 
Groups' management interface below:

  1. Confirms you are in the Groups management face.
  2. A filter that you can apply to see your groups or all groups or just read only groups etc.
  3. Search for a group name. Comes in handy for enterprises when there are lots of groups.
  4. You can access all the individuals who are part of the organization. A quick way to remove a member that is not part of the organization anymore.
  5. Staff  Group is a specializeD group that has super admin privileges i.e access to all workspace and billing info of the organization.
  6. Create a new group List.
  7. Click on the group name to enter the group management interface for that group.


A specific group's invitation, access rules, and workspace access management


In the group management interface for a specific group below:

  1. This field is used to add existing ScrumDo users (via username) or invite new members.
  2. Specific the type of group access-list this is (read-write, admin, read-only etc).
  3. See the list of member who is part of this group list.
  4. Pending invitations- those have been invited but who have not yet accepted to become part of this org.
  5. Rescind invitations if you need to.
  6. Remove group members from this list.
  7. Add the workspaces that this group has access to.
  8. See the list of workspaces this group has access to and rescind access by clicking on the 'x'.
  9. Check or uncheck if you want to see the members of this group as assignee options in the card assignee drop down


Other ways to Invite and access Groups 

B. The second way a manager can add group members is when you are on your Workspace Summary page you can invite group members through the Workspace Dashboard.


C. From the workspace settings, one can create groups and add group members

You don't have to leave your workspace to invite new group members to your group and workspace. Go into your Workspace Settings and choose Workspace group.

Just a reminder that only those with Account Owner or Workspace Manager access can invite members to join groups.

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