Groups
Bundle colleagues to assign tasks to them together, mention them and share views with them
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A group is a fixed set of colleagues, for example Reception or Technical team. You use a group in these places:
- Assigning tasks: search for the group name when you assign a task
- Mentioning and notifying: a mention or notification to a group goes to all its members
- Sharing views: for a task view, choose Specific groups, see Views
- Automations: the steps that create or update a task can assign to groups
Create a group
Click New group
Enter a Name, for example Reception.
Choose the members
Under Members, choose the people. You can only add users who are already members of the organisation.
Click Save
Tillor says Group saved.
Click a group to change its name or members. If you delete a group, tasks stay assigned to the people who are assigned to them directly. Only the group itself disappears.
Group permissions
A group can also give or take away permissions. On the group, click the key icon (Group permissions). For each permission you choose:
| Choice | What it does |
|---|---|
| Allow | Everyone in the group gets the permission ("Granted to all") |
| Inherit | The group does nothing with this permission. Each member keeps their own access ("Inherits own access"). This is the initial setting |
| Deny | The permission is blocked for everyone in the group ("Blocked for all") |
With Search permissions you find a permission quickly. At the bottom you see how many permissions you have set. Click Save, after which Tillor says Group permissions saved.
Without that permission, the Group permissions button is greyed out. You also cannot delete a group that still has group permissions.
What happens next?
- Group permissions come on top of each member's own permissions. A denial always wins: if a permission is set to Deny on one group and Allow on another, it stays blocked.
- In a member's Edit user permissions window you see for each permission which group gives or blocks it. See Edit permissions.
- If you add a member, the group permissions apply to that member too. If you remove them, they no longer do.
- Assigning a task, mentioning someone or sending a notification to the group reaches everyone who is a member at that moment.
Groups from Microsoft Entra
If you already manage your staff in Microsoft Entra ID, Entra can keep a group's members up to date automatically. Below the list of groups you then see the Entra groups table, where you link each Entra group to a Tillor group.
For a linked group, Entra is the source. A member you add or remove by hand in Tillor is set back in line with Entra at the next synchronisation.
See Microsoft Entra groups to set up the link.