How do I set up Groups to use in my space?

Groups are a powerful feature in Deltek Collaboration!  When you set up a group, you can then use the grouping to set up tasks, events, conversations, and documents.  If a new team member joins the space and is added to a group, they will automatically have access to all the items they need!  You will not need to manually add that person to everything one by one.  Your team members can be part of multiple groups. 

Note: Adding and editing groups is only available for a space owner.

To view, add, and edit groups: From the space homepage, click on the “Members” link on the right side of the screen under the Overview heading.  The following screen appears.

To create a group: Click the “Add Group” button at the bottom of the screen to create a new group.  After entering the group name, you would choose a person from the top section and drag them below the group name field.  The bottom section will highlight to indicate where the person will go. They will then be in the group.  Click “Add Group” once you’ve finished putting team members into the group.  Tip: Select the compact view by clicking the icon with four lines under the “Find people” field to see more people and groups on the screen.  This makes it easier to add people to a group.

To edit a group: Click on a group name from the bottom of the screen to view all group members.  To add a member, simply drag them from the top section into the bottom.  To remove someone, hover over the team member’s picture in the bottom section and then click the X.  You could also rename the group by typing in the group name field.  Click “Save Group” when finished making changes.

To delete a group: Click on a group name from the bottom of the screen to bring up the edit group screen.  Click the “Delete Group” button at the bottom of the page to remove the group.

To use groups inside a conversation, task, event, or document: Once the groups are created, they will be available in all objects when you are adding people.  In an event, for example, after clicking the link next to Attendees and then clicking into the “Add people” box, the groups and individuals are available for inclusion in this event.