• Documentation

Create groups to manage access

Regardless of your user management experience, you’ll likely have permission-based groups automatically created. If you are the exception, follow these instructions to create a group with the Viewer permission.

We’ll note these differences in the content below.

Which user management experience do you have?

To check, go to your organization at admin.atlassian.com and select Directory. If the Users and Groups lists are found here, then you are using the centralized user management. Learn more about the centralized user management

Centralized

Original

As an organization admin, Users is found under Directory tab.

Centralized user management png

As a site administrator or organization admin, Users is found under Product site.

Original user management png

 

 

Jump to the

 

Centralized user management content

When multiple users in your organization need the same permissions or restrictions, you can create a group that will give its users product access in admin.atlassian.com.

As an organization admin, you can create a group. A user access admin can also create groups, but only those that give access to products they administer.

Learn more about using groups to manage product access

 

User roles for Focus

The following roles are available when assigning product role access:

  • Product admin - has full access to all actions in the product (create, add, view, edit, delete) and full access to product admin settings.

  • User - has full access to all actions in the product (create, add, view, edit, delete)

  • Viewer - can view everything in the app. Can star and follow focus areas and Views, but can’t create, add, edit, or delete anything else.

The groups for product admins (focus-admins-sitename) and users (focus-users-sitename) are created by default.

 

To create a group to manage access for Viewers

  1. Go to admin.atlassian.com. Select an organization if you have access to more than one.
    You can also get to Atlassian Access using your site or app switcher at the top left of any Atlassian product; then select Administration.

  2. Select Directory > Groups.

  3. Select Create group.

  4. Enter a group name. We recommend calling it “focus-viewers-<sitename>”.

  5. Add people to the group. You can search for and select existing users or enter an email, which will send them an invite to join your site.

  6. Select Create Group. The new group detail page appears.

  7. Select Add product in the Group product access section. The Add product to group popup appears.

  8. Select the Viewer role for the the Focus product.

  9. Select the User role for any Jira products you want to use as the source for the work items connected to focus areas.

  10. Select the User role for the Goals and Projects products.

  11. Select Add.


Original user management content

When multiple users in your organization need the same permissions or restrictions, you can create a group that will give its users product access in admin.atlassian.com.

As an organization admin, you can create a group. A site administrator can also create groups, but only within the sites they administer.

Learn more about using groups to manage product access

 

User roles for Focus

The following roles are available when assigning product role access:

  • Product admin - has full access to all actions in the product (create, add, view, edit, delete) and full access to product admin settings.

  • User - has full access to all actions in the product (create, add, view, edit, delete)

  • Viewer - can view everything in the app. Can star and follow focus areas and Views, but can’t create, add, edit, or delete anything else.

The groups for product admins (focus-admins-sitename) and users (focus-users-sitename) are created by default.

 

To create a group to manage access for Viewers

  1. Go to admin.atlassian.com. Select an organization if you have access to more than one.
    You can also get to Atlassian Access using your site or app switcher at the top left of any Atlassian product; then select Administration.

  2. Select the site's name and URL to open the Admin for that site, then select Groups.

  3. Select Create group.

  4. Enter a group name. We recommend calling it “focus-viewers-<sitename>”.

  5. Add people to the group. You can search for and select existing users or enter an email, which will send them an invite to join your site.

  6. Select Create Group. The new group detail page appears.

  7. Select Add product in the Group product access section. The Add product to group popup appears.

  8. Select the Viewer role for the the Focus product.

  9. Select the User role for any Jira products you want to use as the source for the work items connected to focus areas.

  10. Select the User role for the Goals and Projects products.

  11. Select Add.

 

Get more details about creating groups.

 

Still need help?

The Atlassian Community is here for you.