Organize members with groups

Groups help you manage hub members and control their permissions. Instead of assigning access to each member individually, you can create groups and give them access to specific projects or PLM workspaces all at once.

To access the Groups section:

1. Click your profile image in the top-right corner of the Fusion web client.

2. Click Admin > Members and Groups.

3. Click the drop-down menu to the right of the search bar and select Groups.

   

The Groups page displays all existing groups in your hub, including both groups you create at the hub-level and groups created within project folders.

For more details on how groups enable access to PLM workspaces, refer to Manage PLM workspace access.

Create a group

1. In the Groups page, click Create group.

   

2. Enter a Group name and Group description.

3. (Optional) In the Add PLM workspace access field, give the group access to specific PLM workspaces.

   • Type a workspace name into the field, select from the auto-generated list, and press Enter. Workspaces in your hub are recognized as you type.
   • Click the Role drop-down and select one or more roles for the workspace.

   

   Note: You must assign at least one role for each workspace. Groups without workspace roles will not have access to those workspaces when the group is created.

4. In the Add or invite group members field, add members to your group:

   • Type a member's name into the field and select from the auto-generated list. Hub members are recognized as you type.
   • To add people from outside the hub, enter their email addresses separated by commas. They'll receive an invitation to join the hub.

5. Click Create group.

The new group is added to the group list in alphabetical order and can also be used to manage access to projects at the folder level.

Add members to an existing group

You can add members to a group using either the Groups page or the Members page.

From the Groups page

1. In the Groups page, click the group you want to add members to.

   A side panel with the group's details opens.

2. In the Members section, type the member's name into the field, select from the auto-generated list, and press Enter.

   

   To add people from outside the hub, type their email addresses separated by commas and press Enter. They'll receive an invitation to join the hub and appear in the list with a Pending status.

The members are added to the group.

From the Members page

1. In the Members page, click on the member you want to add to a group.

   A side panel with the member's details opens.

2. In the Members section, type the group's name into the field, select from the drop-down list, and press Enter.

   

The member is added to the group.

Remove members from a group

You can remove members from a group using either the Groups page or the Members page.

From the Groups page

1. In the Groups page, click the group you want to remove members from.

   A side panel with the group's details opens.

2. In the Members section, find the member you want to remove:

   • Scroll through the member list, or
   • Type the member's name in the search field to locate them quickly

3. Hover over the member's name and click the X.

   

From the Members page

1. In the Members page, click the member you want to remove from a group.

   A side panel with the member's details opens.

2. In the Groups section, locate the group you want to remove:

   • Scroll through the list, or
   • Type the group's name in the search field to locate it quickly

3. Hover over the group's name and click the X.

   

The member is immediately removed from the group and loses access to any projects or workspaces that were granted through this group.

Edit group details

1. In the Groups page, click the group you want to edit.

   A side panel with the group's details opens.

2. Click More in the panel header.

3. Choose Edit name or Edit description.

   

4. Make your changes directly in the editable field.

5. Press Enter to save your changes.

Changes to group names and descriptions take effect immediately.