Product

Group Improvements For Reporting & Member Control

We've made some key changes to the way member groups work.

In our latest release we’ve made a number of improvements to the way member groups work in Method Grid. Crucially, these changes make groups more effective when used in filters throughout Method Grid.

Architect members can now be added to groups

You can now add any member type to your groups; users, builders and architects. Previously, as groups were predominantly used for access control, architects were excluded as they have access to everything in your account by default. This change means you can now create more complete groups of members for use in reporting and grid filters.

Add members to a group

Invited members can now be added to groups

You can also now add members into your groups before they have accepted the invite into your account and setup their profile. This means you no longer have to wait for new users to accept their invite before you can assign them to their groups.

Group filters

You can now create groups for project teams, departmental teams etc. and use them to filter data in reports and the elements within your grids.

Custom Dashboard Widgets

When creating chart widgets you can use the groups filter to filter the data shown by groups of users e.g. show me the count of all open tasks assigned to the individuals in the Project Y Team group in the Project Y grid:

Group filter in dashboard widget

Grid Filter

When filtering the elements you see within a grid, you can now filter these by assignee group e.g. show me all of the elements assigned to the individuals in the Project Y Team group:

Group filter in a grid

Access Control

Now that architects can be included in groups, if you downgrade a member from an architect to a user or builder, they will still lose access to everything in your account, but they will now retain the access assigned to them via groups. This makes downgrading and upgrading member access levels simpler, as group access is always retained and can be changed as required.

You can see the groups a member is a part of by viewing their profile:

Groups in the member profile

To view all the group members, simply click on the group:

Group page

Architects can create and manage member groups on the groups page:

Groups page

You can learn more about groups here.

Feedback

If you have any feedback on this feature, please get in touch.

What’s next?

We will shortly be adding additional security in the form of two-factor authentication. You can see all of our upcoming releases in our product roadmap.

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