How to setup Groups within Scope

Group Collaboration 

The below guide will walk you through how to create new groups within the Scope platform and how to apply a Group Member to an individual Scope.

Group Setup

Step 1. To access ‘Groups’, head to the ‘Manage’ section and select ‘Groups’ in the sub navigation.

Step 2. To create a new Group, click 'Add Group' and give the Group a name. 

Step 3. configure Share settings and click 'Save'

Step 4.Invite members from across the required accounts.

Step 5. Set Group member permissions  

Business Unit Group Settings

Step 1. You can access the Groups share settings in future by clicking  on ‘…’ and clicking 'Share settings'

Step 2. Remember to click on the ‘Save’ button, after any amendments.

Scope Creation

The Scope should be initiated by a group member registered within the Child account that the client sits within. 

For example, If the Scope is for a [insert client name] client, the Scope should be initiated by a group member registered within the specific client instance. 

Group members from outside the Child instance can then be invited to the Scope Team as a collaborator to build out the Scope

Adding Group Members to your Scope Team

Step 1. Within the Scope you wish to collaborate on, Select ‘Team’ in the sub navigation panel and click ‘Add Member’ 

Step 2. Select the relevant Team option – Collaborator, Reviewer or Approver

Step 3. Begin entering the name of the Group Member and select ‘Add User’