Add Company Share Groups to Projects

Company Share Groups can be added to multiple projects to maintain consistency across those projects.

Note: Company Share Groups can be assigned to projects by Company Administrators at the company level or by Project Administrators within each project.

Company Administration - Add Company Share Group to project(s)

  1. As a Company Administration in the "My Company" area, click the Company Share Groups option in the secondary navigation menu.

  2. From the list of existing Company Share Groups, click the one you want to add to projects.

  3. In the "Project Eligibility" panel, click the Add button to bring up a list of projects.

  4. In the "Add Share Group to Projects" modal, select the projects to add the Company Share Group to, then click the Add button.

And that's it! You have successfully added a Company Share Group to the selected projects. You should see the projects now listed in the Project Eligibility panel of that page. Within each project, Project Administrators will also see the Company Share Group listed in their Share Groups list. 

Project Administration - Add Company Share Group to a project

  1. As a Project Administrator in the "Project Administration" area of a project, click the Share Groups option. 
  2. Click the Add button.
  3. In the "Add Share Group" modal, choose the Existing Company Share Group option.
  4. Choose the Company Share Groups you want to add to the project, then click Save.

The Company Share Group has now been added to the project and is ready for use. As a Project Administrator, you can add both internal and external users to the group.