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What is the Groups tab?

Managing groups

Add a new group

  1. Navigate to the Groups tab in your portal.

  2. Click "+ New group". A pop-up window appears.

  3. Enter the Name of your new group.

  4. Click "Create" to add the group to your portal.

Tip: Use clear group names so your team can easily understand what each group is for.

Edit an existing group

  1. Click the group name in the dashboard to open its details page.

  2. Review the available sections to manage settings, permissions, and associations.

  3. Update the group Name if needed and adjust group properties.

  4. Click "Save" to store your changes.

 

Managing group permissions

The Permissions section allows you to control which users and locations belong to the group.

  • Use the list of Available users to see who is not yet part of the group

  • Use the list of Authorized users to view who already has access

  • Add or remove users and locations as needed to maintain accurate group membership

⚠️ Important: Group membership directly affects access to content and features. Always review permissions after making changes.