Function | Section | Requirement |
---|
Filter | Browse | Browse filtered groups as a complete list. |
Filter | Browse | Browse filtered groups in a collapsible folder hierarchy. |
Filter | Browse | Adjust the number of entries in search results (10, 25, 50, 100). |
Filter | My Groups | Filter for all groups in which the user has membership. |
Filter | Join | Filter for all groups for which the user has permissions to join. |
Filter | Manager | Filter for all groups for which the user has permissions to update membership lists or assign privileges. |
Filter | Create | Filter for all folders in which the user has permissions to create groups. |
Search | | Search by group name. |
Search | | Search by folder name. |
Search | Data Source | Specify a data source in which to search |
Manage Groups | View | View a summary of group data, including:
- Name
- Path
- Description
- ID
- ID Path
- Alternate ID Path
- UUID
- Types
|
Manage Groups | View | View entities with certain privileges for the given group:
- Admin
- Update
- Read
- View
- OptIn
- OptOut
|
Manage Groups | View | View audit log. |
Manage Groups | View Advanced | View entity details (advanced or additional properties) |
Manage Groups | View Advanced | Advanced filtering options for the selected entity:
- Show groups where this entity is an DIRECT member
- Show groups where this entity is an INDIRECT member
- Show all groups where this entity is a member (DIRECT or INDIRECT)
- Show all GROUPS where this entity has the privilege ADMIN|UPDATE|READ|VIEW|OPTIN|OPTOUT
- Show all FOLDERS where this entity has the privilege Create group|Create folder
- Go to advanced search for ANY group privileges
|
Manage Groups | Edit | Delete a group. |
Manage Groups | Edit | Edit a group's properties, including: - Name
- ID
- Alternate ID Path
- Description
- Assign privileges to everyone
- Select group types
|
Manage Groups | Edit | Edit a group's types and attributes. |
Manage Groups | Edit | Move a group to another folder. |
Manage Groups | Edit | Copy a group to another folder. |
Manage Groups | Members | View all members of a group. |
Manage Groups | Members | Filter members by direct and indirect membership, or show all. |
Manage Groups | Members | Export members to a tab- or comma-delimited file. |
Manage Groups | Members | Import members from a tab- or comma-delimited file. |
Manage Groups | Members | Remove one or more, or all, members of the selected group. |
Manage Groups | Members | Add members by browsing folders and groups from the latest filtered list (see pain points). |
Manage Groups | Members | Add members by searching for a member directly. |
Manage Groups | Members | Assign privileges to newly-added members - Member|OptIn|OptOut|View|Read|Update|Admin | Manage Groups | Members | Create a composite group. |
Manage Members | Edit | | Assign privileges to newly-added members - Member|OptIn|OptOut|View|Read|Update|Admin |
Manage Members | Edit | Edit privileges for existing members |