Work with groups in project folders

You can create a group of members within a project folder. This is useful when:

• There is a set of members who share a specific responsibility or task.
• You need to reduce the number of members to fit under the 500-member project maximum. A group counts as only one member, even if there are multiple individuals in that group.

All individuals in a group are assigned the same permissions for the group folder. However, these folder permissions are superseded if an individual has higher permissions in:

• Another group in the folder
• A parent folder

Requirements

• Groups are only supported in Folder-Level projects.
• A group can only be created and managed by a hub administrator.
• You must use the Fusion web client to create and manage groups.
• Groups within a hub must have unique names.
• You cannot nest a group inside another group.
• Inactive hub members cannot be added to a group.

Create a group

1. Open the Fusion web client.

2. In a Folder-Level project, navigate to the folder where you want to create the group.

3. Click the Members and Permissions tab.

4. Click Create group.

   

5. Enter a unique name for the group.

6. Select a role to assign to all individuals within the group.

   All members of the group will have this role. However, an individual can gain higher permissions, if they exist, from a parent folder or from a coexisting group in the same folder.

7. In the Add or invite members box, type in the names of people you want to invite to the group.

   

   You can enter multiple names. If names match members of the hub, Fusion detects them and populates the box accordingly.

   You can enter email addresses for people who are not already part of the hub. Invitations will be sent to these addresses.

8. Click Add or press Enter to add the names to a list of who will be invited.

   

9. Click Create group to send the invitations and create the group.

   The new group is added to the alphabetically-sorted list of members.

   

   Depending on the number of invitees and server load, the time for invitations to be received can vary.

Remove someone from a group

1. In the Fusion web client, under Members and Permissions, click the group you want to modify.

   The Focus Panel opens to the right.

   

2. Place the pointer over the name of the person you want to remove from the group, then click Remove (X).

Add members to an existing group

1. In the Fusion web client, under Members and Permissions, click the group you want to modify.

   The Focus Panel opens to the right.

   

2. In the Add or invite members box, type the names of people you want to invite to the group.

   You can enter multiple names. If names match members of the hub, Fusion detects them and populates the box accordingly.

   You can enter email addresses for people who are not already part of the hub. Invitations will be sent to these addresses.

3. Click Add or press Enter to send the invitations.

   The names are added to the list below the Add or invite members box.

   

See all groups in a hub

1. Click inside the Add or invite members box.

   A drop-down list of hub groups and members opens:

   

2. If necessary, click Show all groups to expand the list.