Groups Administration

Groups allow you to organize users, often reflecting teams, departments, or specific access roles. Assigning users to groups simplifies managing permissions and project access, although the specific permission implications depend on how groups are utilized elsewhere in the application (e.g., within project settings or roles).

To access this page, enter the Administration area and select Groups from the left-hand navigation menu.

Viewing Groups

The Groups page displays a table listing all configured groups (excluding those marked as deleted). Key features include:

• Filtering: Use the filter input to search for groups by name.
• Pagination: Navigate through pages of groups if the list is long.
• Columns: The table includes columns for:
  • Name: The name of the Group.
  • Users: A count/list of users assigned to this Group.
  • Actions: Buttons to Edit or Delete the Group.

Adding a New Group

1. Click the Add Group button located above the table.
2. A modal dialog will appear.
3. Enter a unique Name for the new Group.
4. Click Submit.

Editing an Existing Group

1. Locate the Group you wish to modify in the table.
2. Click the Edit (pencil) icon in the Actions column.
3. A modal dialog will appear. Modify the Name.
4. Click Save (or Submit).

Deleting a Group

Deleting a group marks it as inactive and removes all user assignments to this group. This is a soft delete; the group record is not permanently removed from the database but will be hidden from standard views.

1. Locate the Group you wish to remove in the table.
2. Click the Delete (trash can) icon in the Actions column.
3. A confirmation dialog will appear, warning that this action cannot be undone.
4. Click Delete (or Confirm Delete) to confirm.