# Groups & users

**Groups &amp; users** option enables the following functionality:

- To control which group or user is assigned to perform a specific step in the workflow;
- To create groups of users with the same permissions;
- To create groups to perform specific tasks in a project;
- To set Apptimized email notifications (i.e., which users will receive the email notifications).

Once the workflow reaches a specific step, the assignment rules will ensure that the task is assigned to the correct group of users (or a user). This will prevent from performing actions by unauthorized users.

All group members have equal permissions until the group manager is assigned.

<p class="callout info">The **Project administrators** group appears as an initial default group after the project was created.  
Project administrators can perform any workflow action.</p>

<p class="callout info">To complete the tasks with role assignments, a user must be a Project administrator or must have permission for these activities.</p>

### Create a group

The option to create a group with needed permissions is available under **Groups &amp; users** in project settings (**Project** menu &gt; **Administration** &gt; **Groups &amp; users**).

[![groups_01.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/xpctEC0Ncr1uRdEG-groups_01.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-04/xpctEC0Ncr1uRdEG-groups_01.PNG)

Apptimized shows the following screen when successful:

[![groups_02.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/A1DHiv3ZbZ9rjKoR-groups_02.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-04/A1DHiv3ZbZ9rjKoR-groups_02.PNG)

The option to create a new group is available under the **Create new group** button:[![groups_03.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/XG43yI7Jf2YMF8CB-groups_03.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-04/XG43yI7Jf2YMF8CB-groups_03.PNG)

Apptimized shows the following modal window when successful:

[![groups_04.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/jQmR0CfwIZ223O69-groups_04.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-04/jQmR0CfwIZ223O69-groups_04.PNG)

The new group requires its name and role. All required fields are marked with an asterisk <span style="color: #ff0000;">\*</span>.

[![groups_05.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/nfNe3xsbNRIh8RPq-groups_05.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/nfNe3xsbNRIh8RPq-groups_05.png)

Adding a role to a group implies that the role has already been created (see [**Project roles** ](https://docs.apptimized.com/books/apptimized-platform-user-manual/page/project-roles)chapter).

Apptimized shows the following notification and screen when successful:

[![groups_06.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/MWrt4kRvVZoB1G6K-groups_06.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/MWrt4kRvVZoB1G6K-groups_06.png)

### Manage a group

Users can be added to the group via the **Update members** button (**Update members** button &gt; **Add users** field &gt; Select a user from a drop-down list &gt; **Save** button).

[![groups_07.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/g7N4VT0ppA7dkeBF-groups_07.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/g7N4VT0ppA7dkeBF-groups_07.png)

[![groups_08.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/29pdSx6cIyzzGRbM-groups_08.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/29pdSx6cIyzzGRbM-groups_08.png)

Apptimized shows the following notifications and screen when successful:

[![groups_09.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/9UHp0rYUL0tAJaWf-groups_09.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/9UHp0rYUL0tAJaWf-groups_09.png)

If the person does not have an Apptimized account, the Email address will not appear in the drop-down menu. The option to invite a new user to Apptimized and to add the to-be-created user account to a group is available under the **Update members** button &gt; **Add users** field &gt; Enter Email &gt; **Save** button. The person will be informed via Email (see **[Register to Apptimized Portal](https://docs.apptimized.com/books/apptimized-admincenter-user-manual/page/single-sign-on#bkmrk-register-to-apptimiz))**.

[![groups_10.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/NIn8zQHKobRed807-groups_10.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/NIn8zQHKobRed807-groups_10.png)

[![groups_10_1.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/9AYlVnFGOZvATQeG-groups_10_1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/9AYlVnFGOZvATQeG-groups_10_1.png)

The option to delete a group member is available under the **Update members** button &gt; **Bin** symbol in front of the user's name &gt; **Save** button.

[![groups_11_1.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/D6eB8UevrLkYXDgP-groups_11_1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/D6eB8UevrLkYXDgP-groups_11_1.png)

The option to set a group manager is available under the **Update members** button &gt; **Group manager** field &gt; Select a user from a drop-down list &gt; **Save** button.

[![groups_13.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/Nv6rZb5cieSgBTgQ-groups_13.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/Nv6rZb5cieSgBTgQ-groups_13.png)

A group can be changed with the **Edit** button and by following the same set of operations as for adding a new group.

[![groups_12.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/eC2SegGsBaaZDZXX-groups_12.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/eC2SegGsBaaZDZXX-groups_12.png)

The option to delete the group is available under the **Delete** button.

[![groups_14.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/7qRsPErjNWRv8J3a-groups_14.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/7qRsPErjNWRv8J3a-groups_14.png)

Apptimized shows the following modal window:

[![groups_15.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/xeaME8rL86jSifwF-groups_15.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/xeaME8rL86jSifwF-groups_15.png)

Apptimized shows the following notification and screen when successful:

[![groups_16.png](https://docs.apptimized.com/uploads/images/gallery/2020-04/scaled-1680-/Dgcyo1aOTCvx3kQP-groups_16.png)](https://docs.apptimized.com/uploads/images/gallery/2020-04/Dgcyo1aOTCvx3kQP-groups_16.png)