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Group Management

Overview of managing groups and using quick view.

Overview

The Group Management page allows administrators to manage user groups efficiently. You can see a list of all available groups along with descriptions, the last update date, and several actions for managing those groups.

Group management

View and Discover Groups

  • Group List: A table displaying all groups within the organization, including their names, descriptions, and last update dates.
  • Search: Use the search bar to search for specific groups by name or description.

Adding a Group

Clicking the Add Group button located at the top of the screen to create a new group. This opens a form where you can input the group's name, description, and other settings.

Editing a Group

Clicking the Edit button next to any group in the list will take you to the group details page, where you can modify its information. We will cover the specific details in a separate section.

Group Actions

You can take the following actions on individual groups by using the dropdown menu next to each group:

  • Delete: Permanently delete the group.

Quick View Capability

The Quick View feature provides an immediate snapshot of the users in a group without navigating away from the main page. With this tool, you can quickly check:

  • Which users are assigned to the group.
  • How the users were added (via individual assignment, dynamic assignment, or nested group assignment).

This makes it easier to assess group composition and user access at a glance.

Quick view of group membership