# Groups in Civillo

Groups are available within Civillo so that data can easily be shared amongst members of a project. In some cases, you will have many members of a project that need access to some data but not to all of it.

# Create a group

To create and manage groups, follow the steps below.

  1. Open your project.

Opening a project

  1. From the navigation bar, click Administration.

Finding the project administration button

  1. In the left sidebar, under your project's name, click Groups and then Create.

Finding the new group button

  1. Fill out the name and description of your group and click Create. As shown below you can assign the following additional settings to the new group:
  • Color: For ease of visualization.
  • Hidden: Group will not display next to a user's name.
  • View only: Group will only be able to view (i.e. not download) layer sources, revisions and documents.
  • Assignable to work orders: Group will be available to assign to work orders.
  • POI tag restrictions: Group will only be able to see points of interest with tags matching the tags selected here.

Creating a new group

# Manage a group

  1. Again, in the left sidebar, click Groups and then Manage groups. Your created group will now appear in the drop-down list. Select the group you wish to manage.

Managing groups

  1. Here you can delete this group, change the name of the groups, select and deselect the layers that will be accessible to the members of this group and add and remove any users to this group.

  2. Once changes have been made, click Save Changes.

# Group roles

Some Civillo features are only available to users if they are a member of a group that has a specific group role.

By default, a newly created group has no roles.

Roles can be assigned to a group either at the creation stage, or when managing an existing group.

Group roles

# Permits role

When a group has the permits role, any members of the group will have access to the permits module. Users must be in at least one group with the permits role to have access to the permits module.

TIP

The permits role is only available with the permits module, which is an extra addon to the project.

Last Updated: 11/07/2024