Managing Groups

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

1. Use the Systems button found in the lefthand navigation sidebar to access the systems area.
2. Navigate to the Groups page.
3. Click the Add group button in the top right.
4. In the Add group dialog, enter a Name for the group.
5. Select the users you want to add by typing into the Add user field.
6. To remove users, click the X next to their name.
7. When finished, click Save

Viewing group members

1. Use the Systems button found along the lefthand navigation sidebar to access the systems area.
2. Navigate to the Groups page.
3. Click on the desired group to navigate to the members table.
4. From within this table, you can filter and sort the list of members, Add users to the group, bulk select and Remove them, and Login as one of the users. Group-level actions are also available from the table header actions menu.

Add/remove group members

1. Use the Systems button found along the lefthand navigation sidebar to access the systems area.
2. Navigate to the Groups page.
3. Use a group's action menu to Manage users.
4. Select the users you want to add by typing into the Add user field. To remove users, click the X next to their name.
5. Click Save when finished.

Renaming a group

1. Use the Systems button found along the lefthand navigation sidebar to access the systems area.
2. Navigate to the Groups page.
3. Click the action menu icon for the specific group and choose Rename.
4. When finished editing the group name, click Save.

Exporting user data

To download a group's user data as a data file: 

1. Use the Systems button found along the lefthand navigation sidebar to access the systems area.
2. Navigate to the Groups page.
3. Click the action menu icon for the specific group and choose Export.
4. A CSV containing the group's user data will download to your local storage.

Deleting a group

1. Use the Systems button found along the lefthand navigation sidebar to access the systems area.
2. Navigate to the Groups page.
3. Click the action menu icon for the specific group and choose Delete.
4. Choose Delete to confirm the deletion.