Groups

A group represents a set of users who have the same roles and permissions. Groups are used to manage the permissions of multiple users at once, instead of at the individual user level.

In the Marketplace Platform, users can be part of different groups within the same account, such as the Administrator and Finance groups. They can also have roles in multiple accounts with varied permissions, for instance, being an Operations user in one account and an Administrator in another.

Note the following points about groups:

  • Only account administrators can create and manage groups, including group details and members.

  • Users must belong to an account before administrators can add them to a group. If the individual doesn't belong to an account, their access to the marketplace platform is restricted.

  • Users can belong to multiple accounts and have varying permissions in each, based on their group memberships within each account.

Groups interface

Account administrators can access the Groups page by navigating to the main menu and selecting Settings > Groups. The page displays all groups that exist within your account.

For each group, you can view the following information:

  • Group - Displays the name and ID of the group, and indicates if the group is a default one.

  • Modules - Displays the total number of modules enabled for the group. If all modules are enabled, then All modules is displayed.

  • Buyers - Displays buyers that are visible to the group members. Buyer visibility is defined by administrators while creating the group. To learn more, see Restrict Groups to Specific Buyers.

    • If group members can access the Account Management module, they can view all buyers.

    • If group members can only access the Marketplace module, the total number of buyers in the group is displayed.

    • If the group doesn't have access to either of these two modules, no information is displayed.

  • Users - Displays the total number of users within the group.

  • Actions - Contains options to edit or delete the group. Click the actions icon (•••) to access these options.

Groups details page

The details page of a group displays specific information about the group. You can open the details page by clicking the group's name on the Groups page. When you open the details page, it shows the group name, status, and the unique objectID.

What can I do on this page?

From the details page, you can complete the following tasks:

The details page is organized into the following tabs:

  • General - Displays the group's description.

  • Modules - Displays modules that are enabled for the group.

  • Buyers - Shows buyers enabled for the group. You'll either see details of selected buyers or a message stating that all buyers are enabled, based on your selection during group creation.

  • Users - Displays all users who are a part of this group.

  • Details - Displays the time stamps about the group, for example, the date and time when the group was created.

Create New GroupEdit GroupDelete GroupRestrict Groups to Specific Buyers

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