Account Administrators can add and manage groups in the Groups tab. This functionality allows for users to be grouped together and labeled as such within the Virtualitics Account Portal, helping to organize and manage access to certain data within the Virtualitics AI Platform.

From the Groups screen, Administrators can:

• Create a new Group
• Edit Group Details and Group members
• Remove a Group from the Organization

In the Virtualitics AI Platform, users within the same Group can automatically:

• See flows that other users in that Group have created
• See Assets that have been uploaded or generated by another user in the same Group
• Use any Connections labeled as “Shared” that have been set up by another user in the same Group
• Create new flows using Apps that were uploaded by another user in the same Group

Note: If users are not in the same Group, they will not have automatic visibility to these items. Items can still be shared to these other users as long as a user shares it explicitly using the Share functionality.

To access Groups, log into the Virtualitics Account Portal with an Administrator account and in the left-hand navigation bar, click Groups.

The list of Groups will display the Group Name, Description, and Total Members count. Click the three dots to the right of the Group information for more actions, described below. Groups can be searched for using the Search field at the top of the list, and filtered using the Filters button on the top right of the list.

Download the current list of Groups in a CSV file by clicking the Download Groups icon on the top right of the screen.

Creating a new Group for your Organization

1. Log into the Virtualitics Account Portal with an Administrator account.

2. In the left-hand navigation bar, click Groups.

3. On the top-right of the screen, click Add Group.

4. Type the Group Name in the text field.

5. Add an optional Group Description.
6. If Add Members to Group is checked, a secondary window will appear after creating the Group allowing users to be added. If this box is unchecked, the Group will be created and users can be added later.

7. Click Save to create the Group.

Editing Group Details and Group Members

After a Group has been created, Group Details can be edited and Group Members can be added or removed.

Edit Group Details

To edit Group Details:

1. From the Groups screen, in the list of Groups, click the three dots to the right of the Group information.
2. Click Edit Group Details.
3. Add or change the Name or Description of the Group.
4. Close the window to save your changes.

Add Members to a Group

To add members to a Group:

1. From the Groups screen, in the list of Groups, click the three dots to the right of the Group information.
2. Click Edit Group Members.
3. Locate the users to add and click Not Enrolled to toggle to Enrolled.
4. Close the window to save your changes.

Remove Members from a Group

To remove members from a Group:

1. From the Groups screen, in the list of Groups, click the three dots to the right of the Group information.
2. Click Edit Group Members.
3. Locate the users to add and click Enrolled to toggle to Not Enrolled.
4. Close the window to save your changes.

Bulk Adding or Removing Members from Multiple Groups

To bulk add or remove members from multiple groups:

1. From the Groups screen, in the list of Groups, select the Groups to add or remove members from by clicking the checkbox next to each.
2. Click Options on the top left of the Groups list.
3. Choose Assign Group Members to bulk add users and Unassign Group Members to bulk remove users.
4. Check the boxes next to each affected user.
5. Close the window to save your changes.

Removing a Group from your Organization

In the event a group needs to be removed from your Organization, follow these steps.

Note: Removing a group will remove users from that group but does not delete users. To remove users, see this article.

1. From the Groups screen, in the list of Groups, click the three dots to the right of the Group information.
2. Click Remove.
3. Click Remove again to confirm.
4. The Group will be removed.

Bulk Removing Groups

Groups can also be bulk removed. This can make removing multiple Groups more efficient To do so:

1. From the Groups screen, select all Groups to be removed by clicking the checkbox next to each.
2. Click Options on the top left of the Groups list.
3. Click Remove Groups.
4. Click Remove to confirm.
5. The selected Groups will be removed.