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Creating and Editing User Groups

  • Updated

Organization Admins can create and manage User Groups in the AI Portal to streamline user assignments based on roles, email domains, and communities.

Creating a User Group

To create a new User Group:

  1. Go to the Users Page – Navigate to Users from the left sidebar.

  2. Open User Groups – Click User Groups (top right) to open the user group modal.

  3. Create a New Group – In the User Groups dropdown, type the group's name and select "Create New Group" when it appears.

  4. Assign Users – Select users from the dropdown under Users or type their email addresses to locate them quickly.

  5. Set Auto-Add Criteria – Automatically add users based on:

    • Roles – Assign specific roles (e.g., Community Manager, Regional Delinquency Manager).

    • Email Domain – Automatically include users with a specified domain (e.g., @testdomain.com).

    • Communities – Assign all users linked to selected communities unless overridden by other criteria.

  6. Create the Group – Click Create at the bottom right.

Editing a User Group

To modify an existing User Group:

  1. Go to the Users Page – Navigate to Users from the left sidebar.

  2. Open User Groups – Click User Groups (top right) to open the user group modal.

  3. Select a Group – Locate the group in the User Groups dropdown or type its name to find it quickly.

  4. Update User Assignments – Add or remove users using the dropdown under Users or enter email addresses to locate accounts.

  5. Adjust Auto-Add Criteria – Modify roles, email domains, or communities as needed.

  6. Save Changes – Click Update at the bottom right.

  7. (Optional) Delete the Group – Click Delete Selected Group at the bottom left.

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