Create a group

(Enabled by default) Makes the group active in your Workfront instance.

In type-ahead fields like the one shown below, when regular users search for a group to attach it to an object or to share an object with it, only active groups display in the list.

To streamline this for your users, you can disable the Is Active option for groups that are not currently in use.

You can easily view, filter and group the Groups list based on active or inactive status using this field. For information about using views, filters, and groupings in lists, see Reporting elements: filters, views, and groupings.

(Available only if you are viewing Details for a top-level group, not a subgroup.) Enable this option to allow users in the group with edit-user access (who are not administrators of the group) to add this group and its subgroups to the user profile of other users.

For a public group, any user (in or out of the group) who has edit-user access can add the group to the profile of other users. They cannot do this for a private group.

You can edit this option only on the top parent group in a hierarchy of groups that has more than one level. All subgroups of the parent group inherit its setting.

NOTE:

• You can't make a subgroup public by itself, but you can make it's top-level parent group public, which also makes all of the parent's subgroups public.
• A subgroup that belongs to a public group is public by default, so any user with edit-user access can add the subgroup to other users, as well.

If you need information about the access needed to edit users, see Grant access to users. For information about editing users, see Edit a user's profile.

You can assign one user as a Business Leader for a group that you manage. A Business Leader is someone who makes business decisions for the group. For more information, see Business Leader overview.

If the person is not already a member of the group, adding their name to this field also adds them to the group.

NOTE:

• Before you can remove the Business Leader from a group, you must remove their name from the Business Leader field.
• If you remove the name from the Business Leader field, that user remains a member of the group unless you remove them from it. For instructions on removing someone from a group, see the section Manage a group's memberships in the article Manage a group.

For more information, see Business Leader overview.

• To add group members, start typing the name of an existing user or group you want to add, then select the name when it appears.

  Users and groups that you add have access to all objects shared with the group.

  A top-level group must have at least one group administrator.

(Enabled by default) Makes the group active in your Workfront instance.

In type-ahead fields like the one shown below, when regular users search for a group to attach it to an object or to share an object with it, only active groups display in the list.

To streamline this for your users, you can disable the Is Active option for groups that are not currently in use.

You can easily view, filter and group the Groups list based on active or inactive status using this field. For information about using views, filters, and groupings in lists, see Reporting elements: filters, views, and groupings.

(Available only if you are viewing Details for a top-level group, not a subgroup.) Enable this option to allow users in the group with edit-user access (who are not administrators of the group) to add this group and its subgroups to the user profile of other users.

For a public group, any user (in or out of the group) who has edit-user access can add the group to the profile of other users. They cannot do this for a private group.

You can edit this option only on the top parent group in a hierarchy of groups that has more than one level. All subgroups of the parent group inherit its setting.

NOTE:

• You can't make a subgroup public by itself, but you can make it's top-level parent group public, which also makes all of the parent's subgroups public.
• A subgroup that belongs to a public group is public by default, so any user with edit-user access can add the subgroup to other users, as well.

If you need information about the access needed to edit users, see Grant access to users. For information about editing users, see Edit a user's profile.

You can assign one user as a Business Leader for a group that you manage. A Business Leader is someone who makes business decisions for the group. For more information, see Business Leader overview.

If the person is not already a member of the group, adding their name to this field also adds them to the group.

NOTE:

• Before you can remove the Business Leader from a group, you must remove their name from the Business Leader field.
• If you remove the name from the Business Leader field, that user remains a member of the group unless you remove them from it. For instructions on removing someone from a group, see the section Manage a group's memberships in the article Manage a group.

For more information, see Business Leader overview.

• Group members: To add users and groups to the group, start typing the name of an existing user or group you want to add, then select the name when it appears.

  The users and groups that you add have access to all objects shared with the group.

• Group administrators: Any group administrators of the original group are also designated as the group administrators in the copied group. You can assign a group member as an administrator for the group using the drop-down menu to the right of the user's name.

  A top-level group must have at least 1 group administrator.

• If the original group has subgroups, the subgroups are added to the new group, and their names are, by default, “The original subgroup name (Copy)”.
• You can eliminate any user or subgroup from the original group by clicking the X to the right of the user’s or subgroup’s name.