Manage Group Details

After creating a group Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer., it is possible to update various aspects of the group.

To manage groups

  1. On the main menu, select Groups. The Groups page opens.

  2. Locate the group and click it. The group information opens on the right.

  3. Perform any of these actions:

    1. Click Details. The Details page opens.

    2. For Name, enter a name for the group.

    3. For Description, enter details about the group.

    4. Click Submit.

    For more information refer to Manage Access to a Group.

    For more information refer to Manage Group Members.

    1. Click History. The History page opens.

    2. Click any of the entry rows in the history table to view detailed information about the updates that were made. You can filter account changes in the History page to narrow the results. The History Actions show more than only the group-related actions. The group-related History Actions are described below.

      Action Description
      Create An admin created a group.
      Update An admin made an update to a group, including Access, Description, or changes to Group Filters.
      Create (groupAccountMap) An admin added members to a group.

    1. On the Groups page, select the checkbox for one or more groups.

    2. When at least one group is selected, the Archive button appears in the action bar above the list.

    3. Click Archive.

    4. In the confirmation dialog, click Archive again to confirm.

      To archive multiple groups at once, select all of the groups first and then click Archive. Archived groups move out of the Active tab and remain available in the Archived tab.

    1. On the Archived tab, the list of archived groups display.

    2. Select the group you want to restore or delete.

      To restore or delete multiple groups at once, select all of the groups first, then click Restore or Delete.

    3. Perform any of these actions:

      1. Click Restore to restore the selected group.

        In the confirmation dialog, click Restore again to confirm.

      2. Click Delete to delete the selected group.

        In the confirmation dialog, click Delete again to confirm.

    On the Archived tab, use the Search to find an archived group quickly by name.