A group is a collection of users with a common set of permissions. Groups can be added to one or more projects thus adding all users as collaborators with the defined access rights.
To manage user groups you have to be a team owner, biller, or administrator. To get started, click on the avatar in the bottom left corner and proceed to Team settings:
Next, select the User groups tab from the left menu.
Create a new group
To create a new user group, click the corresponding button under the User groups tab. You'll see the following dialog box:
Enter a name and click the Create group button. Initially, your group will not contain any members so let's see how to add them.
Renaming your group
To rename a group, simply click on its name and enter a new one:
To change a group's avatar, click on the current image:
You have the following options:
Upload image — choose an image from your PC.
Set language flag — choose a country flag.
Select from gallery — choose a predefined image from the Lokalise gallery.
Managing group members
To manage group members, proceed to the Members tab:
Click the Add members button. You'll see the following dialog box:
Here you can either choose an existing team user or invite a new user who is not yet a member of your team. Please remember that any newly added user occupies a team seat.
After you are ready, click Add. All group members will be listed under the Members tab:
You can remove a member from the group by clicking Remove from group button:
To manage group permissions, proceed to the Permissions tab:
Here you can choose what access rights the group members will have. These access rights will take effect when a group is added to a project. They are similar to the ones configured on the per-contributor basis:
Administrator role — when enabled all group members will become project admins. Please note that you can fine-tune admin permissions as demonstrated here:
Reviewer role — when enabled, all group members will be able to toggle the reviewed status for all translations.
Reference languages — these are the languages that the team members will be able to read. Project admins have access to all languages by default.
Contributable languages — these are the languages that the team members will be able to read and modify. Project admins have access to all languages by default.
Don't forget to hit the Save permissions button to apply the changes.
How permission system works
Once you assign a user group to a project, all group members will get the same permissions for that project. If a user has already been assigned to the project, s/he will inherit both sets of permissions: the ones set for the group as well as individual permissions. In other words, group and user permissions are cumulative.
For example, suppose you create a group called French translators with two members: Mike and Jill. This group has the following set of permissions:
Reference languages: English
Contributable languages: French
Then you add this group to a project with the base language set to English and two additional languages: French and German. Finally, suppose that Jill was already added to this project as a contributor with reference language set to English and contributable language set to German. In this case:
Mike will be able to read English translations and modify French translations. He will not be able to read or update German translations.
Jill will be able to read English translations and modify both French and German translations. Why? Because her personal permissions are being summed up with the group permissions.
To add group to one or more projects, proceed to the Projects tab:
Click the Add to projects button. You'll see the following dialog box:
Choose one or more projects and then click Add. Your team and all its members will be added to the chosen projects.
Group within a project
Once you open a project and proceed to the Contributors page, you'll see all project contributors along with the added groups:
You can remove the group from the project by clicking the Remove button. However, you cannot modify group permissions on this page. To manage group permissions, you have to return to the Team settings page, open the User groups tab, proceed to a group, and then open the Permissions tab.