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: Manage Groups View View entities with certain privileges for the given group: 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: Manage Groups Edit Delete a group. Manage Groups Edit Edit a group's properties, including: 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
Existing Pain Points
Function Section Requirement Manage Groups Members When adding members, you have the option to "Browse folders and groups for members." The list of folders/groups is determined by the last filter which was applied (e.g. "My Memberships" or "Manage Groups"). Manage Groups Edit Not clear what the difference is between "Privileges assigned to everyone" (on the group edit screen) and the list of permissions on the "Change privileges on members" screen. I got to the latter by going to manage members -> clicking "member by 2 paths" -> clicking "Change privileges" -> clicking "which has privilege :ADMIN :UPDATE" Filter Browse Difficult to understand "where you are" in the site (whether breadcrumb, nav, etc.).