Group management

1. Overview

The Group management feature allows administrators to create and manage user groups within the organization. Groups can be used to:

  • Organize users by department, project, or function.

  • Assign specific roles and permissions at the group level.

  • Simplify access control and policy management for multiple users at once.

Each group is flexible — administrators can freely define group names and compositions to fit organizational needs.


2. Accessing Group management

To access the Group page:

  1. Sign in to the Org Admin console.

  2. From the left navigation menu, select Groups under the Organization section.

  3. The system displays a list of all groups in your organization.

Note: Only users with permission to manage groups can view this screen.


3. Group list overview

The main Group table provides an overview of all existing groups. It displays key details for quick reference and management.

Table columns

Column

Description

Group code

Unique system identifier for the group.

Group name

The name assigned to the group.

Members

Number of users currently in the group.

Created date

The date when the group was created.

Action

Contains the delete icon for authorized users.

Each row in the table represents a single group.

Table features

  • Pagination: Groups are displayed in pages for easier browsing.

  • Hover/Focus state: Rows highlight on hover to indicate they are clickable.

  • Sorting/filtering: (If available) Use filters to quickly locate specific groups by name or code.


4. Viewing Group details

To view detailed information about a group:

  1. Click anywhere on the desired group row (except the Action column).

  2. The system opens the Group details screen or drawer.

  3. You can view:

    • Group name and code

    • List of members

    • Assigned roles

    • Creation and Update information

The Group details screen helps you review who is in the group and what permissions or roles are attached.


5. Creating a new Group

Users with create permission can add new groups.

To create a group:

  1. Click the “Create Group” button located at the top-right corner of the screen.

  2. The Create Group form opens.

  3. Enter the required information:

    • Group name

    • (Optional) Group description

    • Add members: Select users to include in this group.

    • Assign role: Define the group’s role if applicable.

  4. Click Save to complete creation.

Once created, the new group appears in the Group table.


6. Deleting a Group

Only users with delete permission can remove groups.

To delete a group:

  1. Locate the group in the table.

  2. In the Action column, click the Trash icon 🗑️.

  3. A confirmation dialog appears asking for deletion confirmation.

  4. Click Confirm to proceed.

Deleting a group permanently removes it from the organization. This action does not delete the users, but it removes all role associations tied to that group.


7. Permissions and visibility

Permission

Description / effect

View Groups

Allows access to the Group management screen.

Create Groups

Displays the “Create Group” button and enables creation flow.

Delete Groups

Shows the delete icon and allows group removal.

If a user does not have the relevant permission:

  • The Groups page is hidden.

  • The Create Group button or Delete icons are not visible.


8. Summary

The Group management feature gives administrators an efficient way to:

  • Organize users into logical units.

  • Manage permissions collectively.

  • Keep organizational structure flexible and secure.

It is designed to help you maintain a clear overview of all user groups, streamline access management, and reduce administrative effort.

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