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.
To create a group:
- Click the Groups menu item in the left sidebar.
- Here, you can see a list of all the groups you have access to.
- Click the Create New Group button in the header.
- Give your group a name.
- Toggle whether you want your group to be private or public.
- 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.
- 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.
- 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.
Changing a Contract’s Group
All users can change a contract’s group.
To change a contract’s group:
- Find the contract whose group you want to change in Query.
- Click the three dots icon for the contract.
- Click the Configure option.
- Under Group, select the group you would like to assign to the contract.
- 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.