Using Groups

Creating a Group

Groups are used to manage the contracts that various team members have access to within Query. Only group members can see or access a contract that has been assigned a group. Only users with Admin and Owner permissions can create groups.

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To create a group:

1. Click the Groups menu item in the left sidebar.
2. Here, you can see a list of all the groups you have access to.
3. Click the Create New Group button in the header.
4. Give your group a name.
5. Toggle whether you want your group to be private or public.
6. ‍Private Groups
   • Contracts that belong to private groups can only be seen by members of that group.
   Public Groups
   • Contracts that belong to public groups can only be seen by all members in the instance.
   Personal Groups
   • Contracts that belong to personal groups can only be seen by the user themself.
7. You can then add which users you want to be added to that group by searching for them by name. You can add more users at a later date and time as well.
8. Click Save.

You can also add more contracts to a group as they are being uploaded to Query or update an existing contract’s group.

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Changing a Contract’s Group

All users can change a contract’s group.

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To change a contract’s group:

1. Find the contract whose group you want to change in Query.
2. Click the three dots icon for the contract.
3. Click the Configure option.
4. Under Group, select the group you would like to assign to the contract.
5. Click Save Changes.

Note: Not seeing a group you expect to see when trying to assign a group? You might not have been added to the group. Ask an Admin for your account to add you to the group so that it appears in your groups list.

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