Filter and edit user groups

Manage large groups of users and access detailed group information on the Users tab in the Admin App. Use advanced filtering options to quickly find and edit the user group you need.

See how it looks

Key features

• Gain valuable insight on the group-level
• See the number of active and deactivated users per group
• Explore who hasn't logged in and see the number of pending invitations
• Edit groups
• Export a list of groups

You need this to succeed

The quick way

1. Navigate to Users
2. Select the Groups tab
3. Use the filters and sorting options to find the group that needs an update
4. Click on the group to edit, then click the pencil icon

Do this step by step

Filter user groups

In the Groups tab, you can filter your user groups. Depending on how your instance is set up, you will see the following options to filter your Groups by:

• Property: Select to filter for groups that are anonymized, not assigned to an Experience, not assigned to a Division, and/or have no members
• Division: Select one or multiple Divisions to see which groups are assigned to them
• Experience: Select one or multiple Experience(s) to see which groups are assigned to them

You can sort your groups by Name, Date Created, Members, and whether or not they are Anonymized. You can also search for a particular group in the search bar.

Edit user groups

1. Navigate to Users, and select the Groups tab.
2. Click the group you want to edit.
3. In the detail panel on the right, click the pencil icon.
4. You can change the group's Name and Description.
5. If you have Divisions enabled, you will see the option to add or remove Division assignments for the group. Click X for the Division you want to remove or choose to add another Division from the dropdown menu.
6. Add existing Content Profiles if applicable.
7. When you're done, click Save.

Explore user group information

Click on a group and view the Information section in the details panel. You will see the following information:

• Creation Date: displays the date on which the asset was first uploaded
• Active Users: shows the number of active users within the group
• Deactivated Users: shows the number of deactivated users within the group
• Pending Invitations: shows how many users are yet to accept invitations
• Not Logged In: shows the number of users who have not yet logged in to Showpad

1. Click any of the numbers to reveal the user details.
2. In the Managed By section, you can see the manager who oversees this group.
3. In the Status section, you will see whether the group is anonymized. This is a GDPR setting and cannot be edited.
4. The Licenses section shows the number of direct or partner licenses within the group. License types can be edited in bulk in the Users tab.

Delete user groups

1. To delete a group, click the trash icon in the top left of the details panel.
2. Confirm by clicking Delete. This action cannot be undone.

Note: Groups that are anonymized cannot be deleted here, as they need to be removed from the GDPR settings first.

Export user groups

1. To export your user groups, click the gear icon in the bottom right, then select Export to .csv or Export to .xls.
2. The selected file will be downloaded into your hard drive.

Note: The export includes all the user groups visible on the list. Apply specific filters to export only selected user groups.