Members of the Admin group can carry out the following group management tasks:

Actions to Keep in Mind

To access the Group Management features, click on Admin from your avatar's drop-down menu, then select Group Management from the left panel of the screen.

NOTE: The system by default, creates two groups under Groups Management:

If you have a large number of groups on the table, you can type a full or partial name into the Filter field at the top of the screen and scoutPRIME will do a search-as-you-type query and display only the entries that contain the specified text.

To remove the filter, delete the contents of the Filter field.

To add a new group, follow these steps:

1. Click the ADD GROUP button in the upper right corner of the screen. The Add Group window appears.
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2. Enter the name of the group of users in the NAME field, a brief one-sentence DESCRIPTION, then click Add to save the group. Click Cancel to exit the screen without adding a new group.

Follow these steps to update a group’s information from the Group Management screen:

1. Scroll down or use the Filter to locate the group’s record in the list of groups.

2. Click the ellipsis (…) in the Actions column, and then select Update.

3. Edit the Description field. You cannot edit the group name. Then, click Update to edit the group’s information, or click Cancel to exit without updating information.

Groups that were added to the system can be removed, however, you cannot remove the Admin and Everyone groups.

To remove a group from the Group Management screen, follow these steps:

1. Scroll down or use the Filter to locate the group’s record in the list of groups.

2. Click the ellipsis (…) in the Actions column, and then select Remove.
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3. Next, click Delete to remove the group, or click the Cancel button to exit the screen without deleting the group.

The Group Management screen allows you to add members to groups and also to remove members.

To manage the members of a group, follow these steps:

1. Scroll down or use the Filter to locate the group’s record in the list of groups.

2. Click the ellipsis (…) in the Actions column, and then select Manage Members.

3. The drop-down menu at the top of the screen determines which user records are displayed:

4. If you have a large number of entries in the screen, you can type a full or partial name into the Enter search expression field at the top of the screen, and scoutPRIME will do a search-as-you-type query and display only the entries that contain the specified text. To remove the filter, delete the text in the field.

5. To add users to the group, select Non-members from the drop-down menu, then click +ADD next to a user to add them to the group.
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6. To remove users from the group, select Members from the drop-down, then click REMOVE next to a user to remove them from the group.
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7. Once finished, click the X in the top right corner of the window, or anywhere outside the screen to exit.
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For each workspace that has been set up in scoutPRIME, you can set group permissions that give the members of the group access to the workspace and the ability to view or edit settings.

To set group workspace permissions, follow these steps:

1. Scroll down or use the Filter to locate the group’s record in the list of groups.

2. Click the ellipsis (…) in the Actions column, and then select Manage Permissions.

3. Set Permission Type to Workspace Permissions in the drop-down. The workspaces available in the system will display as a list.

4. If you have a large number of entries in the screen, you can type a full or partial name into the Enter search expression field at the top of the screen, and scoutPRIME will do a search-as-you-type query and display only the entries that contain the specified text. To remove the filter, delete the text in the field.

5. Select a permission setting from the No Filter list in the top right corner of the screen, and only the entries with that setting will be displayed. Select No Filter to display all entries.

6. For each workspace, you can set the workspace permissions for the current group to one of the following:

7. Once finished, click the X in the top right corner, or anywhere outside the screen to exit the Manage Permissions screen.

Assigning global permissions to Groups provide additional layers of functionality within scoutPRIME.

To set group workspace permissions, follow these steps:

1. Scroll down or use the Filter to locate the group’s record in the list of groups.

2. Click the ellipsis (…) in the Actions column, and then select Manage Permissions.

3. Set Permission Type to Global. The global workspace permissions available in the system will display as a list.
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4. Select GRANT or REVOKE for each global permission.

5. Once finished, click the X in the top right corner, or anywhere outside the screen to exit the Manage Permissions screen.

Because scoutPRIME is a multi-user system, you may want to manually refresh the Group Management screen to view changes to records.

To do this, click the refresh icon in the upper right corner of the screen.

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