1. Customer Support
  2. Account Settings and Management

How to Manage User Groups in a Workspace

User Groups in SciNote simplify user and permission management within a single workspace. This feature allows workspace Owners to group multiple users together and manage their access to projects, protocols, inventories, & more.


For example, if your labs are spread across two different locations but you're using a single workspace, you might consider creating two user groups. This allows you to quickly assign projects to the relevant scientists based on their location.

 

To create and manage a user group:

  1. In your settings (gear icon) --> click Groups 
    1. OR from Settings click on Workspaces, click into the workspace name, and go to the Groups tab
  1. Click +New Group.
  2. Name your group and add users from the list of current workspace members.
  3. Click Create Group.

user groups

*Only Workspace Owners can create, edit, or delete user groups within the workspace. Review the full SciNote user roles and permissions table here.

You can create unlimited groups per workspace and a single user can belong to multiple groups.

Group membership is managed exclusively from this central Groups tab. Membership can't be modified from individual project or object-level access settings.

Groups Tab in a SciNote Workspace

Groups can be assigned access to most SciNote objects, such as:

  • Projects
  • Protocol Templates
  • Inventories
  • Forms

To view the full SciNote user roles and permissions table, click here.


If you have any additional questions, contact us at support@scinote.netFor more information about the Premium plans, please request a quote.