Set Up Access Control Groups

This tutorial walks you through creating an access control group, assigning members, and applying the group to a project.

Outcome

You will have a named group with members and an assigned role, applied to one project, and visible in the project team list.

Before you start

You need organization admin or project admin access. Have a list of the team members to include and the role they should hold as a group.

Steps

1. Go to Admin → Access control groups.
2. Select New group.
3. Enter a name that reflects the group's function, for example Structural Reviewers.
4. Set the scope. Choose Project if this group applies to one project, or Organization if it should be available across all projects.
5. Assign a role that matches what this group of users needs to do.
6. Select Add members and search for each team member by name or email. Add all members.
7. Save the group.
8. If the scope is Project, open the project settings and confirm the group appears in the project team with the correct role.

Verify

• Open the project Team tab.
• Confirm each member of the group appears with the assigned role.
• Ask one of the group members to confirm they can see the expected documents and actions.

Next steps

• Add further team members to the group as the project team expands.
• Review and update group membership at project phase changes.
• Create a distribution list if you also need to broadcast mail to this group.