Groups

Entity Management

Updated: March 19, 2024

Admin users may review, add and update groups at Settings > Users & Groups on the Groups tab. Groups are assigned to both user accounts and entity records to determine which users can access which records.

Only user accounts assigned to the Editor or Reader roles have access to entity records and may be assigned to groups. For example, users assigned to Group A will have access to all entity records assigned to Group A. You can view a list of users assigned to any group by clicking on the group name.

Creating Groups

Click Add to create a new Group (each group is required to have a unique name). In order to utilize the new group, first assign one or more user accounts to the group at Settings > Users & Groups > Users by clicking on the user’s name to edit their group assignments.

Then, Editor users may either assign existing entity records to the new group or add new entity records in the group by editing record settings for any record in the list on the Entities page.

Editing Groups

You may edit a group by clicking on the group name at Settings > Users & Groups > Groups. Click the Edit button to edit the name of the group. Click on any of the listed users to edit their group assignments.

Editor users can update entity record group assignments by editing record settings for any record in the list on the Entities page.