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A group is a reusable set of users you grant access to as a unit. Create a Finance group once, add your finance team to it, then give that group access to a project or account in a single step. Groups keep that access in one place. Add or remove a person and their access updates everywhere the group is assigned. Change the group’s role on a project and it applies to everyone in the group at once.

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How groups grant access

Membership and access are separate. A user’s access comes from the role you choose when you assign the group to a project or account, not from the group itself.
Adding a user to a group grants them nothing on its own. Access starts when you assign the group to a project or account and choose a role there.
Because the role lives on the assignment, one group can carry different access in different places. The same Finance group can be Project Admin on one project and Project Viewer on another. Assign it to as many projects and accounts as you need, each with its own role. See Assigning access for the roles available on projects and accounts.

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Prerequisites

  • Org Admin role in your StackOne organization. Groups are managed at the organization level, so members without the Org Admin role don’t see the tab.
  • Groups enabled for your organization. Groups is turned on per organization, separately from your role. The Org Admin role alone isn’t enough.
Groups is enabled per organization. If you’re an Org Admin and still don’t see the Groups tab in Organization > Manage Team, or the Members / Groups switch on a project’s Access page, contact StackOne support to turn it on for your organization.

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Find your groups

1

Open Manage Team

In the StackOne dashboard, go to Organization > Manage Team. This is where Org Admins manage members and groups for the organization.
2

Open the Groups tab

Select the Groups tab. It lists every group in your organization with its current member count.
The Groups tab in Manage Team listing each group with its current member count.

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Working with groups

Working with a group has two parts:
  • Manage membership. Add or remove the group’s members. They inherit whatever the group is assigned, everywhere it’s assigned.
  • Assign access. Give the group a role on a project or account. This is the step that grants access.

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Next steps

Manage Groups

Create groups and manage who belongs to them.

Assign Group Access

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

Single Sign-On

Let members sign in through your SAML identity provider.

Directory Sync

Provision and deactivate members automatically from your IdP.