Groups
Learn about groups in the Marketplace Platform.
A group represents a set of users who have the same roles and permissions. Groups allow administrators to manage permissions of multiple users at once, instead of at the individual user level.
In the SoftwareOne Marketplace, account administrators can create and manage groups. This includes adding new members to the group and removing the existing ones.
Group rules
The following rules apply to groups in the Marketplace:
If an account contains multiple groups, users can belong to more than one group within the same account. For example, a user can be a member of both the Administrator and Finance groups.
Users can have different roles across different accounts. For example, a user can be an Operations user in one account and an Administrator in another.
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, depending on their group memberships.
Viewing and managing groups
Account administrators can view and manage existing groups from the Groups page. When you launch the page, all groups within the account are displayed.
For each group, you can view key details, including the group name, the total number of users it contains, and buyers visible to the group members. Buyer visibility is defined by administrators while creating or editing groups. For more information, see Restrict Group to Certain Buyers.
You can use the sort and filter options to customize the list and show or hide specific columns as needed. Additionally, you can edit a group or delete it using the actions icon (•••).
Viewing group details
On the group details page, you can view extended information for your selected group.
To open the group details page:
Navigate to the Groups page.
(Optional) Use filters to find the desired group.
Select the group name to view general group information, such as the group name and status.
Use the following tabs to access additional related information:
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 event history for the group.
Audit trail - Displays a record of events related to the group. For more information, see Audit Trail.
Additional actions
You can perform various actions on the Groups and the Groups details pages. The actions available depend on the group's current status:
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