Groups

Groups are used in PSA for grouping users and mass management.
Permissions assigned to a permission group or changes made to it are automatically applied to all users in the group. It is recommended that companies with multiple users create permission groups and assign permissions to groups rather than individual users. 
Other user groupings include Teams, Professional titles and Supervisors, which are used for resourcing, pricing, reporting, and hour tracking (not directly as permission groups). 

Permissions: Admin
PSA plans: Business (permission groups only), Enterprise, Enterprise+

User Permission Groups

Your PSA account comes with some default permission groups, such as Admins, as well as dynamic groups, such as project teams, project managers, etc. Additionally, you can create your own user permission groups.

Default Groups

Admin (Administrators)

When you open a new Heeros PSA account, you are automatically added to the Admin administrator group to give you access to the program settings.

By default, membership in the Admin group only allows access to various program settings. The group still needs to be given permissions to all other program features (Accounts, Projects, etc.) in the Permissions view.

Dynamic Groups

Dynamic groups are automatically updating groups. These include: 

• Account Team and Account Manager
  When a user is added as an account manager or to an account team on the account card, they are automatically added to the Account Manager group or Account Team group. These groups are visible only under the Permissions section for the Accounts feature. All users in these two groups automatically have access to the Accounts features to which the group has been given permission.
• Project Team and Project Manager
  When a user is added as a project manager or to a project team on the project card, they are automatically added to the Project Manager group or Project Team group. These groups are visible only under the Permissions section for the Sales pipelines & projects feature (see image below). All users in these two groups automatically have access to the Projects features to which the group has been given permission.
• Company Named Group
  All company users are automatically added to this group.

Adding a User Permission Group

If necessary, you can create additional user permission groups based on different departments or required functions, such as sales, production team, invoicers, etc. This allows you to manage the permissions of different user groups. 

Settings > User Management > Groups > User Permission Groups

1. Click Add Permission Group.
2. Enter a name for the group.
3. Select users from the dropdown menu and add them to the group.

Corporation Groups

If you have a multi-company setup and manage multiple companies on the same PSA account, you can use corporation groups to distribute permissions between companies. 

Teams

If your company has multiple internal teams, such as sales, marketing, customer service, finance, etc., you can define teams and their members here. Teams can be used in the Resourcing and Reports views to filter and organize data. You can also add these teams to project and customer teams. If you do this and later on edit the teams in settings, the same changes will automatically apply to customer and project teams. 

Teams cannot be directly used as permission groups; if necessary, a group with the same name should be created in User Permission Groups. 

Note! Here, "team" refers to your organizational team structure (different from PSA's account team or project team).

Professional Titles

If your hour pricing is based on professional titles (such as SKOL classifications or sales representative, consultant, designer, etc.), you can create professional titles with default prices in the Time Management settings and then add individuals to these groups in this view. Prices can later be modified for individual accounts and projects. Job titles can be used for pricing, classification, and reporting of work hours. 

Professional titles cannot be directly used as permission groups; if necessary, a group with the same name should be created in User Permission Groups. 

Supervisors

You can define supervisors and their subordinates. Depending on their permissions, supervisors can view reports related to their subordinates, approve their hours and expenses, and receive notifications related to their hours. 

Supervisor permissions are found separately in the Permission Definitions and Notification Settings. 

Note! Here, "supervisor" refers to an employee in a managerial position with subordinates (different from PSA's project manager).