If a group is no longer needed, you can delete it from your account. You can delete all groups except the default group. Once a group is deleted, it can't be restored.
Before deleting a group, make sure to remove all members from the group. If the group contains members, the platform displays a message.
Follow these steps to delete a group:
On the Groups page, locate the group you want to delete.
Do one of the following:
Click the actions icon (•••) for the group and select Delete.
In the Delete group dialog, click Delete to confirm the action. A confirmation message is displayed stating that the group has been deleted.
Click the group's name. When the details page of your selected group opens, click the down arrow in the upper right and select Delete.
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 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 administrator in another.
When working with groups in the platform, note the following points:
Only account administrators can create new groups and manage groups details and its 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 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 or editing groups. To learn more, see Restrict Group to Certain Buyers.
Users - Displays the total number of users within a group.
The details page of a group displays specific information about the group, like the group name, status, and more . You can open the details page by clicking the group's name on the Groups page.
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 event history for the group.
Audit trail - 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 Audit Trail.
In the Marketplace Platform, it's easy to create new groups and add members to those groups.
When creating groups, you can choose all the modules you want to enable for the group members. You can also restrict group members to certain buyers. It means you can define if your group members should see all buyers in your account or specific buyers only.
Follow these steps to create a new group:
On the Groups page (Settings > Groups) click Add. The Add group page opens.
Provide the following details and click Next:
Name - (Required) Provide a name for your group. We recommend that you enter a unique name so you can identify the group easily in your list of groups.
Description - (Optional) Add a description for the group. You could enter information about the group members, their roles, and so on.
Select all modules you want to enable for the group and then click Next. Note that you must select at least one module.
Choose if you want to allow your group members to view all buyers in your account or certain buyers only. Click Next.
The Buyers section is enabled only if you've selected the Marketplace module in the previous step. To learn more, see Restrict Group to Certain Buyers.
All buyers - This option is selected by default. It allows your group members to view all buyers in your account.
Select buyers - Select this option to allow group members to view only the buyers you select. When selected, all buyers will be displayed, and you can choose from the list of available buyers.
Select the individuals you want to add to the group and click Next. This section displays the names of all individuals in your account.
Review the group details and click Add. Your group is created and the Summary section displays the confirmation.
Click View details to open the details page of the group. Otherwise, click Close to close the page.
If you need to make any changes to an existing group, you can easily update the group details. This includes updating general information and adding or removing members.
You can also update the buyer setting for the group to allow full or restricted access to the buyers. The access restriction will apply to the Marketplace module only.
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 can't change the modules enabled for the default group.
You can update the buyer visibility only if the Marketplace module has been enabled for the group. If the module was not enabled during group creation, you can enable it by editing the group, as long as the group is not a default one.
Follow these steps to edit a group:
On the Groups page, locate the group you want to modify.
Click the actions icon (•••) for the group and select Edit. The Edit group page opens.
Make the following changes as necessary:
General - Update the group's name and description.
Modules - Update the modules to which the group members should have access. Note that access cannot be updated for a default group.
Buyers - Update the buyer setting for the group. This section is available only if you've enabled the Marketplace module for the group.
Users - Add or remove users from the group as necessary. Use the checkboxes to manage members.
Click Save. A confirmation message is displayed stating that your group has been updated.
As an administrator on the Marketplace Platform, you can define whether your group of users can view all buyers in your account or only certain buyers. You can customize buyer access when creating a new group or updating an existing group.
This feature is useful if your account contains different types of users, for example, global users and local users. Global users require access to all transactions and data across all buyers (including orders, subscriptions, and more), while local users may need their access to be limited.
With this feature, you can apply group-level restrictions, ensuring that your group members only see the buyers and platform objects linked to their access.
Visibility restrictions only apply to the Marketplace module in the platform.
Keep the following rules in mind:
Only account administrators can set visibility restrictions when creating a new group or managing an existing group.
Visibility restrictions apply to the Marketplace module only. Therefore, if you want to restrict a group to specific buyers, you must select the Marketplace module when adding or updating groups.
When a group member belongs to multiple groups, and each group has access to several buyers, the member's access is determined by the sum of all those buyers. For instance, if your account contains three groups (Group 1, Group 2, and Group 3) and five buyers (A, B, C, D, & E), the platform will apply restrictions as follows:
If Group 1 has access to the Marketplace module, and its members are restricted to Buyers A and B, the group members can view the Marketplace objects (like agreements, subscriptions, and more) linked to Buyers A and B.
If Group 2 has access to modules such as Marketplace and Procurement, and its members are restricted to Buyer C, they can only view the Marketplace objects associated with Buyer C. However, if members belong to Group 1 and Group 2, they can access the objects linked to Buyers A, B, and C.
If Group 3 has access to several modules, like Marketplace, Procurement, and Account Management, and its members are restricted to Buyer D, they can only view the Marketplace objects associated with Buyer D. If the users in Group 3 require access to Buyers A, B, and C, they must also be members of Groups 1 and 2.
You can apply buyer-level restrictions when creating new groups or editing existing ones. For instructions, see Create New Group and Edit Group.
