Filter and edit user groups

What's in it for you

You can manage large amounts of users and see granular details for groups within your User page on the online platform. With advanced filtering options inside Showpad's Online Platform, you can quickly find the group you're looking for and make changes faster.

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

• Showpad Admin account or,
• Promoted Member access with managing user and group permissions enabled
• Users and groups in your organization

The quick way to awesomeness

1. Navigate to the Users page in the online platform
2. Select the Groups tab
3. Filter to find the group that needs an update
4. Filter, sort, and edit your selections

See how it's done

Filtering user groups 

In the Groups tab, you can filter your user groups to make managing large amounts of users easier. Depending on how your instance is set up, you will see 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 a Division(s) to see which groups are assigned to it
• Experience: Select Experience(s) to see which groups are assigned to it

Sort your groups by Name, Date Created, number of members, and whether or not they are anonymized. You can search for a particular group in the search bar.

Editing user groups 

1. To edit your groups, navigate to the Users page in the Online Platform and select the Groups tab.
2. Click the group you want to edit. The detail panel will open on the right side. 
3. In the Details section, hover and click the edit pencil icon.
4. You can change the group's name and description in this section. If you have Divisions enabled, you will see the option to add or remove Division assignments for the group. Click the X for the Division you want to remove or add another Division from the drop-down menu. When you're done, click Save.
5. Add existing Content Profiles if they apply to this group.

Exploring user group information

In the Information section, you will see the

• creation date
• active users
• deactivated users
• pending invitations
• users who have not logged in

1. Click any of the numbers to reveal the details. For example, to explore which users are activated.
2. In the Managed By section, you can see the Manager who manages this group.
3. In the Status section, you will see whether or not the group is anonymized. This is a GDPR setting and cannot be edited.
4. In the Licenses section, you can see the number of direct or partner licenses within the group. License types can be edited in bulk in the User tab.

Deleting user groups 

To delete a group, click the trash can icon in the top left of the Detail panel. This action cannot be undone.
Groups that are anonymized cannot be deleted here, as they need to be removed from the GDPR settings first.

Exporting user groups 

Once you've filtered your groups and narrowed down what you're looking for, you may find it beneficial to export your user groups. To do so, click the gear icon in the bottom right, then select Export to .csv or Export to .xls. The export will download to your device.