The Groups page shows all the groups in your organization at a glance. You will see the group name, the permissions held by group members, and what access the group has to programs and reports. You can find Groups under Organization Settings.

Note: Only organization admins can create or edit groups.

groups page

Create Groups

  1. Click the Add new group button in the top right corner.
  2. Name the group
  3. Add users.
  4. Optional: Set up Organization, Program, and Asset access and permissions.
  5. Click Add group in the bottom right corner when you are done.
    • Your new group will appear on the Groups page.

Manage Groups

  1. Click the pencil icon on the right side of a group to edit the group.
    • This will open a page where you can see all the users and their permissions.
    • You can also add members to the group with the Add another user button.
  2. At the top, there are tabs for User eligibility and Permissions and access.
    • User eligibility allows you to set the group so that only users with certain email domains are eligible to be part of the group.
    • The Permissions and access tab is where you can edit Organization, Program, and Asset access and permissions for the group.
    group members
  3. After making your changes, click Update group in the bottom right corner.

Delete Groups

Go to the Groups page and click the trash can to remove a group. A popup will open asking you to confirm you want to remove this group. delete groups