People & Groups

Managing your organization's members and the groups that organize them.

All People

The All People page shows everyone in your organization, organized by group. It's accessible from the sidebar.

Page Layout

People are organized into sections:

• Group sections — One section per group (e.g., "Client A", "Operations"), shown alphabetically. Each section shows the group name, a colored accent bar, and a count of people in that group.
• Organization-wide — People whose roles aren't scoped to a group: Owners, Admins, and Executives. Shown below the group sections.
• Unassigned — Users or Managers who haven't been assigned to a group yet. Shown at the bottom with an amber warning. These people need a group assignment before they can see projects.

Within each section, people are sorted by role (Owner first, then Admin, Manager, User, Executive) and then alphabetically.

What Everyone Sees

Each person is listed with:

• Avatar — A colored circle with their first initial. The color matches their role (blue for Owner, purple for Admin, teal for Manager, gray for User/Executive).
• Name and email — Their full name (or email if no name is set) with email below.
• Project count — How many projects they're assigned to.
• Role badge — Their system role as a color-coded pill.

Managing People (Owners and Admins)

Owners and Admins see a three-dot menu on each person's row. Click it to access:

• Change role — Switch someone between Admin, Manager, User, and Executive. The Owner role cannot be changed through this menu.
• Move to group — Reassign a User or Manager to a different group. This option only appears for User and Manager roles (since Owners, Admins, and Executives aren't scoped to groups). You can also remove someone from their group.
• Remove from organization — Permanently remove someone. They'll be removed from all projects. Shows a confirmation dialog.

Rules for role changes:

• Only the Owner can change an Admin's role
• Nobody can change the Owner's role
• You cannot demote yourself if you're the last Admin/Owner
• Managers cannot access the three-dot menu (they don't see role change or remove options)

Inviting People

At the top of the page, Owners, Admins, and Managers see an Invite Team Member form. See Inviting People under Roles & Permissions for full details.

Pending Invitations

Below the invite form, outstanding invitations are shown with their assigned role, group, and a Revoke button. Managers only see invitations for their own groups.

Groups

Groups are the foundational isolation model for SixGrid. Every person belongs to a group, and every project belongs to a group. Groups are the boundary that controls who can see what — they are the single most important organizational concept in SixGrid. See Groups under Roles & Permissions for how groups relate to roles.

Common uses for groups:

• Training companies — one group per client (Client A, Client B)
• Enterprises — one group per department or site (Operations, Quality, Plant A)
• Consulting firms — one group per engagement or account
• Universities — one group per class or cohort

How Groups Control Visibility

Creating a Group

Click + Create Group on the Groups page. Enter a name (required) and an optional description, then click Create Group. Good group names are things like "Operations", "Quality", "Client A", or "Plant 2".

Renaming a Group

Hover over a group and click Edit. Change the name and/or description, then click Save.

Deleting a Group

Hover over a group and click Delete. If the group has projects assigned to it, the delete will be blocked — reassign those projects first via each project's Settings tab.

Who Can Manage Groups

• Owners and Admins can create, edit, and delete any group
• Managers can edit groups they are assigned to
• Users and Executives cannot manage groups

How Groups Are Used Elsewhere

• During invites — When inviting a User or Manager, you select which group they belong to
• During project creation — Step 2 of the create wizard lets you assign a group (Users are locked to their own group)
• In project settings — The Group dropdown lets you change a project's group at any time
• On project cards — The group name appears on project cards in the All Projects grid
• On the People page — Each person's group is shown in their row
• In Reports — The "Projects by Group" section shows breakdowns with drill-down