Manage User Groups | Zoho Sprints

Manage user groups

Create user group

To create user groups:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to User Groups section under Manage Users.

  3. Click the +User Group button.
  4. Enter group name.
  5. Provide description for the group.
  6. Select group owner.
  7. Provide email alias. (This should be a valid email address that will allow all associated users to receive notifications.)
  8. Select the projects to which the user group must be associated.
  9. Define the type of group based on Users, Profile, or Roles.
  10. Select users, roles, or profiles based on which the group needs to be created.

  11. Click the Create button. The user group will be added to the listing page.
Notes
Note: You need to verify this email alias to get notifications.
Learn more about this feature's behavior here.

Verify email alias

After the user group is created, you need to verify the email alias.
To verify:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to User Groups section under Manage Users.
  3. Hover over the group name. An email icon will appear.

  4. Click the email icon. A pop-up will appear for you to enter the verification code sent to the email address specified as an alias.

  5. Open the verification email and copy the code.
  6. Paste the copied code in the pop-up on the User Groups page.

  7. Click the Verify button. The email address will be verified.
The user group will also be listed in the User Group tab in the details page of the associated project.

Edit user group

To edit custom roles:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to User Groups section under Manage Users.
  3. Hover on the required group. The Edit link will appear.

  4. Click Edit.
  5. Modify the required fields.
  6. Click the Update button. The changes will be updated.
Notes
Note
  1. The existing users who are not compatible with the modifications will be removed from the group.
  2. At the instance of changing the email alias, you need to verify the modified email address again.

Associate user group

You can associate a user group to the required projects, sprints, or items in the following ways:
  1. Select the projects to be associated while creating the user group.
  2. Go to the User Group tab in the project details page and click the +User Group button to associate an existing user group.
  3. Select the required user groups while creating a project.
  4. Select the required user groups while creating an item.
  5. Select the required user groups while creating a sprint.
  6. Go to sprint details page and click the + icon to associate user group.

Delete user groups

To delete user group:
  1. Click the gear icon in the top-right corner to navigate to the Settings page.
  2. Go to User Groups section under Manage Users.
  3. Hover on the required role. The Delete link will appear.

  4. Click Delete. A confirmation pop-up will appear.
  5. Click the Delete button. The group will be deleted.