3. Manage groups

• What is a group used for? 
• How do I add a group? 
• How do I delete a group? 
• What is a receiving group? 

What is a group used for?

Groups in Dazychain are a way of grouping users by team, office, or any other group to simplify access and manage work. Providing project access to a user group is more efficient than adding users individually.  

How do I add a group?

Dazychain has four system groups that match the user roles but you can add your own groups.

1. Click on Settings on the side menu
2. Click Access
3. Click on Groups tab

1. Click the green menu actions button
2. Select Add group from the drop-down menu
3. Enter a group name
4. Click Save

Note: Group name and description can only be edited on non-system groups

How do I delete a group?

1. Click on Settings on the side menu
2. Click Access
3. Click on Groups tab
4. Click the red button next to the group to want to delete

An error will appear if the group you have chosen to delete is the only one with access to a project. Another group or individual will need to be added to the projects before the group can be deleted.

What is a receiving group?

Receiving groups can receive offers of work from other organisations in Dazychain. External counsels use receiving groups to delegate who is notified of an offered project and the rights to either accept or reject.

Default receiving group can only be applied to one group, it will receive any offers of work that had no receiving group specified. Project collaborator group is the system default receiving group unless edited.

1. Click on Settings on the side menu
2. Click Access
3. Click on Groups tab
4. Click the orange Edit button next to the group to want to edit
5. Click/toggle the No button next to Is this a receiving group? to change to Yes
6. Click/toggle the No button next to Is this the default receiving group? to change to Yes

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