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Create and add users to groups

With groups, you can assign more than one team member to a task, or manage permissions based on groups. Any user can create a group.

For example, you could create an IT Support group to receive all incoming requests for hardware or software assistance, and give the group permission to IT only Workflows.

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Tasks can be assigned to groups in the same places that you would assign a task to a person. If a task is assigned to a group, all group members are assigned the task and if any member of the group completes the task it is marked complete for all members of the group.

How to create a new group

  1. Open the menu in the top navigation bar, and select Team.
  2. Select

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  3. Name the group and select 1 or more team members to include in the group.
  4. Select

How to add or remove users from a group

To edit a group, return back to the group tab of the My Team page and select the group you’d like to edit.

  1. Open the menu in the top navigation bar, and select Team.
  2. Select the Group tab, then select a group.
  3. On the group page, select then select Edit Group

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  4. Add or remove users from Team Members

How to manage permissions for groups

It’s easiest to manage individual permission settings using groups. Create groups for different teams or functions, then grant permissions to those groups rather than granting permissions to individuals.

  1. Open the menu in the top navigation bar, and select Team.
  2. Select the Group tab, then select a group.
  3. On the group page, select then select Edit Group

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  4. Set the User Role or Workflow Editing permissions.
    • If set to “Default”, users maintain their own individual roles. Otherwise, set to Enabled or Admin to make all members of the group Admins or have Workflow Editing Permissions.

How individual and group permissions interact

Permissions set within a group cannot downgrade a users permission level, only upgrade. In other words, if a user is set as an Admin from their individual user profile, they cannot be “downgraded” to a Team Member by being part of a group. The opposite is true though, a Team Member can be “upgrade” to be an admin.

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For example, in example 1, a user with Workflow Editing enabled within their profile cannot be downgraded by being part of a group with Workflow Editing set to "Default".
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For example, in example 1, a user with the Admin role set within their profile cannot be downgraded by being part of a group with the User Role set to "Default".

To learn more about changing permissions, check the Give permissions to a table, Workflow, or integration article.

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