User Groups - People
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User Groups - People

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User Groups


This option allows you to manage user groups in SAFE. You can edit, delete, or add user groups on this page. 

  • You can search a user group using the search box available at the top-right of the user group table. 
  • You can sort the user group table by clicking the headers of the user groups table. 

User Group 1

Add a User Group


You can create a user group either by searching and selecting the users from the list or applying the filter to the user's list and then selecting users from that list. 

To add a user group:

  1. Navigate to the People > User Groups.
  2. Click the Add User Group button.
    Add user group
  3. Enter a name for the user group.
  4. Search and select users to be added to this group from the user list table. 
  5. You can also filter the user list table and select the users in bulk as follows:
    1. Click the Filter icon available at the top-right of the user list.
    2. Select the attribute, operator, and value to create a filter.
    3. You can create multiple filters to narrow down the result.
  6. Click the Create button available at the bottom-left of the screen.
    create user group
  7. On the confirmation screen, click the Create button. The system creates the user group and displays it in the user groups list.
    confirmation create user group
Note
SAFE calculates the Users Group score every 1 hour and update it on the UI. For any newly created Users Group, the system calculates the Group score within 1 hour of group creation and displays it.

Delete a User Group


To delete a user group:

  1. Navigate to the People > User Groups.
  2. Click the Delete icon available in the Manage column.
  3. On the confirmation screen, click the Ok button. The system deletes the User Group.

delete user group

Note
The system can not delete those User Groups for which a Campaign is assigned.

Edit a User Group


To delete a user group:

  1. Navigate to the People > User Groups.
  2. Click the Edit icon available in the Manage column.
  3. Update the details and click Save.

Edit user groups

View User Group Details


Clicking on any of the user groups from the list redirects you to the group details page. The group details page displays group name, users count, creation date, created by, group score, group type, and applied filters (if applicable). It also displays a list of all the users in the user group with their SAFE Score, email, department, and location.

User Group Details



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