Manage Group

Release Date: October 25, 2025
Version: 3.6.0

1. Overview

The Manage Group function helps administrators organize users into logical groups.
By managing users as groups instead of individuals, you can simplify access control, record assignments, and permission management.

Key Capabilities

• Create, view, and edit user groups

• Add or remove users from groups

• View all records assigned to a group

• Manage group memberships directly from a user’s profile

2. Accessing Manage Groups

How to Navigate

1. Go to the Administration menu on the left sidebar.

2. Click Manage Groups (located just below Manage Users).

3. The Manage Group List View will open, displaying all existing groups.

3. Manage Group List View

The List View shows all user groups in a table format for easy reference and management.

Fields Displayed

Available Actions

• Add New Group – Create a new user group.

• Bulk Change Record Owner – Reassign ownership of multiple groups at once.

4. Adding a New Group

1. In the List View, click Add New.

2. Fill in the required details:

   • Group Name – Enter a descriptive name for the group (required).

   • Description – Provide details about the group’s role (optional).

   • Image – Upload a group image (optional). If not added, a default icon will appear.

3. Click Save to create the group.

✅ Result: The new group will appear in the Manage Group List View.

5. Group Detail Page

When you click a group name, the Group Detail Page opens.
This page provides detailed information and allows you to manage group members and settings.

5.1 Details Section

Displays key information about the group:

• Group Name

• Description

5.2 Activities Section

Shows audit trail information for the group, including:

• Record Owner

• Created Date and Modified Date

5.3 Group Members Section

Displays all users assigned to the group.

Columns

• ID (linked to the user’s profile)

• Full Name

• Title

• Email

• Status

Available Actions

• ➕ Add Member

  • Opens a pop-up with a list of all active users.

  • Use filters or search to find users.

  • Select one or more users, then click Save.

• ? Unlink Member

  • Select one or more users and confirm to remove them from the group.

5.4 Group-Level Actions

• ✏️ Edit Group – Update the group name or description.

• ? Change Record Owner – Assign a new owner to the group.

• ?️ Delete Group – Permanently delete the group.

  • Require to transfer all its assigned records to another group before deletion.

6. Records Subtab

The Records subtab lists all records assigned to the selected group.

Features

• Entities are displayed in collapsible accordions with total record counts.

• Expanding an accordion shows related records (10 per page).

• Multiple accordions can be open at the same time.

• Each record can be clicked for a detailed view.

7. User Detail Page Integration

The Manage Users detail page now includes a Group section that shows which groups a user belongs to.
You can also assign users to groups directly from this page.

To Add a User to Groups

1. Open a user’s detail page.

2. Scroll to the Group section.

3. Click the dropdown arrow to view available groups.

4. Select one or multiple groups.

5. Click Save.

8. Group Usage in Record Assignments

Groups can be assigned to multi-select contact fields, such as Additional Contact.

• Groups act as a single unit when assigned to records.

• Users in that group automatically inherit permissions associated with the group.

9. Summary

The Manage Group feature provides a centralized and efficient way for administrators to:

• Organize users into structured groups

• Manage access and assignments collectively

• Simplify record and permission management

• Maintain complete audit and ownership visibility