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  • Viewing groups details
  • Additional actions

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  1. MODULES & FEATURES
  2. Settings

Groups

PreviousEnable or Disable BuyersNextGroup States

Last updated 12 days ago

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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 belong to different groups within the same account. For instance, a user can belong to the administrator and finance groups at the same time. They can also have different roles in each account, for instance, being an operations user in one account and an administrator in another.

When working with groups in the platform, note the following points:

  • Only account administrators can create new groups and manage group details and their 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.

Account administrators can view their groups on the Groups page. The page is available under Settings in the main menu.

Viewing groups details

To view the details page of a group, select the group on the Groups page.

The group details page contains general group information, such as group name and status. It also contains the following tabs:

Tab
Description

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

Additional actions

You can perform various actions on the details page. The available actions depend on the group's status:

The page shows all groups in the account. For each group, you can view details such as the group's name, total number of users it contains, and buyers that are visible to the group members. Buyer visibility is defined by administrators while creating or editing groups. To learn more, see .

You also have options that or using the actions icon (•••).

Displays an audit trail of all changes and events within the group. For each audit record, you can view the log details and summary. To learn more, see .

Restrict Group to Certain Buyers
edit a group
delete it
Edit group
Delete group
Restrict groups to certain buyers
Audit Trail
Groups page
Details page of a group