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Understanding Groups

Groups represent an organizational unit similar but distinct from teams and companies. Users can be designated as members of groups. Groups can also be associated with projects. Groups can be used to grant access to users, organize users, and to indicate ownership of projects.  

Groups coincide with departmental divisions. This allows for departments to keep their information such as users, templates, custom forms, and projects separate from other departments using Workfront.

For more information about creating and managing groups, see "Creating and Managing Groups" and "Managing Groups Membership and Subgroups."

Granting Access to Objects

When you share an object with a group, all members of that group (including members of any sub-groups) are granted access to the object.

When you create a user, we recommend that you add that user to the appropriate Home Group and Other Groups. This gives the user the ability to access objects that are shared with the group and the sub-groups. For example, if you share a new project with a group, users in the group and the sub-groups of the group have access to that project.

For more information about sharing in Workfront, see "Sharing Permissions on Objects."

For more information about creating new users, see "Creating New Users."

 Using Groups to Organize Users

When you create a user, we recommend that you add that user to the appropriate Home Group and Other Groups. A user can have only one Home Group. A user can be a part of multiple Other Groups. For more information about creating new users, see "Creating New Users."

Groups represent organizational departments in Workfront. Departments can work together to manage projects and the resources on those projects. If this happens often in your organization, it might not be necessary to divide departments into too many smaller groups; rather, a few high level groups should be sufficient. A group can have an unlimited number of users. 

Indicating Project Ownership

Groups can be associated with a project in order to indicate ownership of the project. This does not implicitly grant each member of the group rights to the project. In order to have rights to the project users must receive rights via a share.
For more information about sharing in Workfront, see "Sharing Permissions on Objects."

While users can be members of multiple groups, a project can have a single group associated with it. Users from other groups can still work on the same project, if the projects has been shared with them or their groups. The group associated with the project is usually either the group responsible for completing the project, or the group for whom the project is delivered. 

For more information about associating a project with a group, see "Understanding the Project Overview Sub-tab."