Manage Groups

Create groups and manage their members from the StackOne dashboard.

Create and manage groups from the Groups tab of Organization > Manage Team in the StackOne dashboard. A group bundles organization members so you can grant access to many people at once instead of one at a time.

Adding someone to a group grants no access by itself. Members inherit access only when you assign the group to a project or account.

Prerequisites

• Org Admin role in your StackOne organization. Groups are managed at the organization level.

The Groups tab is enabled per organization. If you don’t see it under Organization > Manage Team, even as an Org Admin, contact StackOne support to turn it on.

Create a group

1. Open the Groups tab

   Go to Organization > Manage Team and select the Groups tab. It lists every group in your organization with its member count.

2. Name the group and add members

   Click Create group to open the panel. Enter a Name your team will recognize. A department or function works well, like Finance. Optionally add Members from your organization now. Click Create group to finish. You can add more members later.

   

StackOne opens the new group on its Members tab so you can add members. Grant the group access from its Projects tab, covered below.

Add members

Everyone you add to a group inherits the access you give the group.

1. Open the group

   On the Groups tab, click the group’s name. It opens on the Members tab, which lists everyone currently in the group.

   
2. Select people to add

   Click Add members, select the people to add from your organization, and confirm. Only people who aren’t already in the group appear in the list.

Remove a member

1. Find the member

   On the group’s Members tab, find the person and click Remove on their row.

2. Confirm the removal

   Confirm in the dialog. They lose any access the group grants, and you can add them back anytime.

Groups pushed from your identity provider appear on this tab with a Synced tag. Your identity provider manages their names and members, so Edit Details, Delete, Add members, and Remove are disabled for them. Assign them to projects like any other group. See SCIM Groups.

Assign the group to projects

A group grants access only when you assign it to a project and give the assignment a role. You can do that from the group itself.

1. Open the Projects tab

   Open the group and select the Projects tab. It lists every project the group already has access to.

2. Add a project and choose a role

   Click Add project, select a Project, then choose a Role: Project Admin, Project Member, or Project Viewer. The role defaults to Project Member. Click Add project to confirm. Everyone in the group gains that role on the project. Repeat to add the group to more projects, each with its own role.

You can also assign a group from a project’s own Access view. Assigning a group to a specific account is done from that account’s Access tab, and only once the group is on the account’s parent project. See Assign Group Access for the full access model and account assignment.

Rename or delete a group

Open a group from the Groups tab, then use the header actions:

• Rename: click Edit Details, change the Name, and click Save.
• Delete: click Delete, type the group’s name to confirm, then click Delete in the dialog. This can’t be undone, and the group’s members lose any access it gave them.

Next steps

Groups Overview

What groups are and how they grant access.

Assign Group Access

Grant a group access to a project or account and set its role.