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 |
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 |