A User Group is a collection of Users that you can use you to:
- invite multiple Users to the same Project at the same time
- invite multiple Users to the same Task at the same time
- share documents with the same group of Users multiple times
You need to be a Project Owner or have User Category ‘Operations‘ to access this feature. If you need to create a User Group and don’t have access please ask your manager to create one for you.
1. Go to Address Book > Groups tab
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_highlighting_groups_tab-1024x364.png)
2. Click ‘Add New Group’
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_highlighting_addnew-1024x364.png)
3. Enter a ‘Group Name’
Clicking the Add New Group button will launch the Group Settings modal showing the Group Details tab. Enter the name of the Group you wish to create.
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_groupsettings_highlighting_name-1024x416.png)
4. Enter a description of the purpose of the Group in the ‘Group Notes’
The Group’s notes serve as the description of the Group – Please note this is a required field.
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_groupsettings_highlighting_notes-1024x416.png)
5. Select ‘Office Group (Local)’ in the Group Access Scope field
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_groupsettings_highlighting_access_scope-1024x416.png)
6. Click the ‘Members’ tab
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_groupsettings_highlighting_memberstab-1024x416.png)
7. Add Users to Group
You can invite users by clicking on the “Available” list of users on the left-hand side.
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_groupsettings_members_invite-1024x416.png)
You can remove selected members by clicking on them in the ‘Selected’ column on the right-hand side:
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_groupsettings_members_remove-1024x416.png)
8. Save
![](https://www.pulsecollab.com/wp-content/uploads/2020/06/pulse_v2_address_book_groups_tab_groupsettings_members_save-1024x416.png)
Now you have a group.
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