Managing Groups

Overview

This allows you to configure a group in Relyance AI. Groups are a way to "bucket" users to assign permissions. For example, a group called "Administrators" will have View, Edit, and Administrative permissions while a group called "Viewers" will have View permissions.

Based on your organization's need, users can be assigned to groups that provide them with appropriate permissions.

Create a new group

1. To get started, navigate to Settings > Group.

2. At the top of the screen, click the + Create Group button.

3. Complete the required fields: - Group Name
   • Permissions set on the group: The following permissions are available: - View: Read-only access to the platform.
     • Edit: Ability to make modifications in the Platform. For example, a user in a group with Edit permissions may modify an existing Insight or add a new Insight, etc.
     • Administer: Grants administrative rights in the Platform - access to the settings page.
4. Assign users to the group using the t oggle box. To assign a user a specific group, click the “→” button and click Save. To remove a user from a group assignment, click the “←” button.

Edit an existing group

1. To get started, navigate to Settings > Groups.
2. Click the three dots on the right side of the group record and select View. - Alternatively, you can click on the group name and be taken to the edit screen.
3. Make any needed edits and click Save.

Delete an existing group

1. To get started, navigate to Settings > Groups.
2. Click the three dots on the right side of the group record and select Delete.
3. Confirm Yes to delete the group.