Give groups of users the same set-up with settings groups

A settings group, also called a perspective, is a ready-made set-up for a type of work. A planning group can open on the plan board and hide financial fields, while a finance group opens on invoices with its own column layouts. Users can belong to several groups and switch between them during the day.

What a settings group contains

Field	What it does
Name	The name users see when they switch.
Landing view	The view members land on when they open the app, for example the plan board. Defaults to the dashboard.
Switch key	One letter or number. Members press ctrl + shift (Mac) or alt + shift (Windows) together with this key to switch to the group.
Users and teams	Who belongs to the group: individual users, and every user of the teams you choose in Select a team....
Hidden Fields	Form and filter fields members do not see while the group is active. They are combined with the platform's and the user's own hidden fields.
Browser settings	View settings stored in the browser, such as column layouts and board configurations, shared with all members (see below).
Default user settings	Personal settings to copy onto every member when you apply the group.
Primary	The group used for users who have not chosen one. Only one group can be primary.

Create a settings group

1. Open the side menu (☰, top right) and choose Groups settings.
2. Click + Create group setting.
3. Enter the Name, the Landing view and, optionally, a Switch key.
4. Add users, and teams in Select a team....
5. Type the fields to hide in Hidden Fields and press Enter after each one.
6. Optionally, take over view settings from your browser (see below) and fill in the Default user settings.
7. Switch on Primary if this should be the default group.
8. Click Save.

Share your view set-up with the group

Set up a board or table the way you want it (columns, widths, filters) in your own browser first. Then:

1. Open the settings group and click the pencil (✎) to edit it.
2. Click Take over from this browser.
3. Tick the settings to share, or click Select all. Settings marked overwrites current value replace what the group has now.
4. Click Take over selected.
5. Click Save.

You can also add or change entries by hand with Add attribute (a Name and a Value).

Apply the group to its members

Open the group in the list. The detail panel shows the members, Last time applied and the Version number. Click Apply to copy the Default user settings onto the personal settings of every member (direct members and team members) and to push the shared browser settings to their devices.

Switch between groups

• Press the group's switch key (see above).
• Or open the side menu, choose Show shortcuts and click a group under Switch group settings. This list shows every group you can switch to, also those without a key.
• Each user can choose their Default perspective in their own User interface settings. See Personal settings.

After switching, you go to the group's landing view.

Edit or delete a group

Click Edit at the end of the row to open Update group setting, or Remove and confirm in the Delete Group Setting dialog.