# 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. You can also invite someone directly from a project. On any project's People tab, click \+ Add Person, then Invite a new person to your org →. When the person accepts the invitation, they'll be added to the org and to that project in a single step.

### 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.

### 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

| Role | What They See |
| --- | --- |
| Owner / Admin | All groups, all projects, all people |
| Manager | Projects and people in their assigned groups only |
| User | Projects in their group + projects they're directly added to |
| Executive | All groups, all projects (read-only) |

### 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.