Directors and Administrators can organize user accounts into collections called groups. Groups are particularly useful for assigning permissions to assets, shared searches, collections, or user attribute sets.
Creating a group
- Use the Systems button found in the lefthand navigation sidebar to access the systems area.
- Navigate to the Groups tab.
- Click the upper-left plus button. A group management panel will appear on the right.
- In the Browse tab, type the name of the new group into the Group name field.
- Select the users you want to add into the new group by scrolling through the user list, or use the filter to quickly find users.
- Click the Selected tab to view or remove the users you have selected for the group.
- When finished, click Save.
Editing a group
- Use the Systems button found along the lefthand navigation sidebar to access the systems area.
- Navigate to the Groups tab.
- Click the action menu icon for the specific group and choose Edit group.
- Use the Group Name field to change the group's name.
- Add users via the Browse tab, or remove any users already in the group on the Selected tab.
- When you are finished making changes, click Save.
Deleting a group
- Use the Systems button found along the lefthand navigation sidebar to access the systems area.
- Navigate to the Groups tab.
- Click the action menu icon for the specific group and choose Delete group.
- Choose Delete to confirm the deletion.
Exporting user data
To download a group's user data as a data file:
- Use the Systems button found along the lefthand navigation sidebar to access the systems area.
- Navigate to the Groups tab.
- Click the action menu icon for the specific group and choose Export user data.
- A data file containing the group's user data will download to your local storage.