Update the details of an existing group.
Before editing a group, note the following points:
For default groups, you can only update the group's general information and add or remove members from the group.
You cannot change the modules that are enabled for the default group.
Follow these steps to edit a group:
Navigate to the Groups page (Settings > Groups).
Click the actions icon (•••) for the group to modify and select Edit. The Edit group page opens.
In the General section, update the group name and description as needed.
In the Modules section, select or clear the checkboxes to manage access to the platform. Note that this action updates the access for all users in the group.
In the Users section, use the checkboxes to add or remove users.
Click Save. A message is displayed stating that the group is updated.
Create new groups and add members to those groups.
Follow these steps to create a new group:
Navigate to the Groups page (Settings > Groups) and click Add. The Add group page opens.
In the General section, provide the following details and click Next.
Name - (Required) Provide a name for your group.
Description - (Optional) Describe your group.
In the Modules section, choose all the modules that your group members should have access to. Note that you must select at least one module. Click Next
In the Users section, choose the individuals you want to add to the group. Note that all user accounts that exist within your account are displayed in this section. Click Next.
In the Overview section, review the group details and click Add. The new group is created and the Summary section displays the details of the new group.
Click View details to open the details page of the group. Otherwise, click Close to close the page.
Learn about the fields and actions available on the Groups page.
The Groups page, located under Settings > Groups, displays all groups in 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 your default one.
Users - Displays the total number of users in the group.
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 name and group status as Active and marketplace ID.
The details page is organized into the following tabs:
General - Displays the group's description.
Modules - Displays modules that are enabled for the group.
Users - Displays all users who are a part of this group.
Details - Displays the time stamps in relation to the group, for example, the date and time when the group was created.
Learn about groups and how to access the Groups page.
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.
The following are some of the key points about groups:
Only account administrators can create new groups, edit group information, manage users within a group, and delete groups.
Users must belong to an account before an administrator can add them to a group. If the individual doesn't belong to an account, their access to platform features and modules is restricted.
Users can belong to several accounts and have different permissions in each account, based on the groups they are part of in each account.
Account administrators can access the Groups page by navigating to the main menu of the platform and selecting Settings > Groups.
From the Groups page, administrators can:
Create new groups and add members to those groups.
View all groups that exist for the account.
Edit a group's information.
Delete a group permanently if it's no longer needed.
Delete a group if it's no longer needed.
Before deleting a group, note the following points:
Ensure you've removed all members from the group you want to delete. If the group contains members, the platform displays a message.
You cannot delete a default group because it's managed by the platform.
Follow these steps to delete an existing group:
Navigate to the Groups page (Settings > Groups).
Click the actions icon (•••) for the group to delete and select Delete.
Alternatively, click the group's name. When the details page of your selected group opens, click the down arrow next to Edit and click Delete.
Confirm that you want to delete the group. A message is displayed stating that the group is deleted.