Manage groups

Groups are segments of users with the ability to view records associated with that group. Access to granular features in the ValidMind Platform within a group’s set of records is further defined by roles and permissions.

Users must belong to a default group of All, and can belong to mulitple groups.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

View group details

1. In the left sidebar, click Settings.

2. Under Users & Access, select Groups.

3. Groups are listed with their names and any provided descriptions.

   Click on a group to:

   • View the complete list of members in that group.
   • Add or remove members from that group.²
   • View records visible to that group.

² Add or remove group members

Add new groups

1. In the left sidebar, click Settings.

2. Under Users & Access, select Groups.

3. Click Create Group.

4. Enter a group name and group description for the new group and click Continue.

5. Select users from the list to add them to the group.

6. Click Create Group to save.

   Confirm that the new group is created and appears in the list of available groups in alphabetical order.

Remove groups

You can only remove non-default groups.

1. In the left sidebar, click Settings.

2. Under Users & Access, select Groups.

3. Click on the group you want to remove to expand that group and review details before proceeding with deletion.

4. Click Delete Group to remove that group.

5. Click Yes, Delete Group to confirm permanent deletion of that group.

Add or remove group members

1. In the left sidebar, click Settings.

2. Under Users & Access, select Groups.

Add members

1. Click on the group you want to add members to.

2. Click Add Member.

3. Select members by checking the boxes next to their names.

4. Click Add # User(s) Group.

   Confirm that the new members are added to the correct group.

Remove members

1. Click on the group you want to remove members from.

2. Select members to be removed from the group by checking the boxes next to their names.

3. Review the number of selected members to be removed, then click Remove.

4. Click Remove # member(s) to confirm removal of selected members from that group.