Site Groups

ProjectDox uses both project groups and site groups.  The following table outlines the similarities and differences between the two group types.

ProjectDox supports the creation and use of both site groups and project groups. A site group is simply a collection of related users. For example, if your company has regional offices or specialty employees, these users can be logically assigned to a Site Group. This simplifies the tasks of finding and adding users to projects. Site System Administrators can create and administer site groups. Every ProjectDox user must be in at least one site group. A ProjectDox user may also be in many site groups. When a user is a member of a site group, he or she may see all the other users in that site group, however, that user cannot see any site groups where they are not a member. A site group named Default is created automatically on installation that will allow a System Administrator to access ProjectDox and begin setting up users. It is not uncommon to only use the Default site group.

Project Administrators can create specific project groups, which are groups of users of similar types and roles within a project. The important distinction between site groups and project groups is permissions. Project groups have permissions assigned to them and are unique per project. When a user is added to a project group, that user inherits the permissions of the project group. Additionally, when permissions are changed for a project group, all the users in that group inherit the new or modified permissions. Any user who is a member of a site group can be added to one or more project groups.

To create a Site Group:

1. From the System Administration screen, select Site Groups from the dropdown.

2. To create a new Site Group, click the New Group button and assign a descriptive Group Name. Note: If this is the first Site Group being created, you don't need to click the New Group button. Instead, just enter a name in the Group Name field and click Save.

3. You may select to set the group as the Default group. Only one group can be set as the default to use. Since ProjectDox requires that all users be a member of at least one Site Group, the Default site group feature is available for web services and users who create a project for the first time.    

4. The new group name appears in the left pane of the Groups tab. You can delete the group at any time by clicking the Delete button.

To add users to a Site Group:

You can delete a user any time by selecting the Remove check box beside the member's name(s) and click Remove Selected Users.

A System Administrator can import a group of users into the system by selecting User Import from the System Administrator’s dropdown.

Delete a Site Group:

A site group can only be deleted after all members have been removed from the group. Follow the steps below to perform the action:

1. From the System Administration screen, select Site Groups from the dropdown.

2. From the list of site groups on the left pane, select the one that will be deleted.

3. Click Delete.

 Site Group Notes:

• Site Groups are ideally used in Application Service Provider (ASP) environments to segregate users of different companies or organizations.

• Site Groups are comprised of users only, no connection with projects, permissions or roles.

• Site Groups cannot be marked as "Private." Members will always be able to see other members in their Site Group *if* they have Invite permissions.

• All users must be in one or more Site Groups.  

• Bulk imports must come into one or more Site Groups.

• Users from one Site Group can see all users from all Site Groups, but not manage other group users. For example, a user in Site Group 'A' cannot add or edit users in Site Group 'B.' An exception to this would be if the user were a member of BOTH A & B groups.

• Only System Administrators can create Site Groups.

• When a user begins to invite another user to a project, only users from that user's Site Group(s) will be exposed for selection.

• While Site Groups are unlimited, it is best practice to keep the site groups to a minimum and let the Project groups do the heavy lifting.

• Site Groups can be deleted by System Administrators. However, before a Site Group can be deleted, all users must be moved into some other Site Group if they are not in any other Site Group already.

• Site Groups are editable at any time.

• You can create a Site Group for all Revoked Users so revoked users can be gathered in one location and removed from the active Site Group.

• When adding a user to a group, a confirmation of the action is required.