Groups Management

Introduction

This guide provides step-by-step instructions for managing groups on the Sanas Portal.

Before You Begin

Ensure your Portal role includes Groups (Full Access). Default roles like Account Admin and Group Admin have this permission.

Create a Group

New groups inherit configuration and product access from their parent group.

1. Log in to the Portal.

2. In the group tree, select the parent group where you want to create the new group.

3. Navigate to Groups & Users > Groups.

4. Click Create Group.
   

5. Enter the following:

   • Group Name — A clear, descriptive name for the group.

   • Timezone — The local timezone for this group (used for analytics and reports).

     

6. Click Create Group.

Note: Subgroups cannot be created under the Default Group.

Find the Group ID

Group IDs are used for bulk user imports and API integrations, and finding them has been made easier.

1. In the group tree, select the parent group of the group you want to know the ID.

2. Navigate to Groups & Users > Groups.

3. The Group ID (an 8-character alphanumeric code) is displayed beside their respective group names.

   

To view IDs for multiple groups, enable Include subgroups in the filter.

Export a Group List

For reporting and analytics purposes, portal admins can export or download the Group list within their scope or permission.

1. From Groups & Users, select Groups.

2. The export tab with the same label is on the right side.

3. Export file format is currently .xlsx.

   

Delete a Group

Deleting a group is irreversible and only possible when the group and its subgroups (if any) have no users mapped.

1. Move all app users out of the group (and any subgroups) before proceeding.

2. In the group tree, select the parent group of the group you want to delete.

3. Navigate to Groups & Users > Groups.

4. Click the ellipsis (⋮) next to the group.

5. Select Delete, then confirm your action.

   

Note: The Default Group cannot be deleted. If deletion fails, an error message will indicate the reason.

External Sharing of Groups

If needed, Portal Admins can grant external users from another account access to a group. The users remain in their original account and group; they simply gain access to the additional group.

1. Navigate to Groups & Users > Groups.

2. Click the ellipsis (⋮) next to the group you want to share.

3. Select Share group externally.

   

4. A pop up window will appear. Enter the work email address of the Portal User you want to grant group access to.

5. Select the preferred role.

   

FAQ

Support

Need help? Get in touch with our Support Team for assistance.