access - groups overview

  • Updated

The Groups tool is the centralized workspace where administrators create and manage user groups within Neostella.

Groups allow admins to organize users based on organizational structure, collaboration models, or access governance needs. Each group is tied to a specific user type, ensuring that user classification boundaries are preserved across permissions and system interactions.

This is an admin-level tool designed to support scalable user management and access control.

user types in neostella

Neostella supports high-level user classifications that determine how users interact with the platform and how they can be grouped.

User Type Description
Internal Users Users who belong to the organization and operate within its internal structure, such as employees or administrators.
External Users Users who do not belong to the organization but are associated with it, such as partners, guests, or collaborators.

Both user types are managed through the same identity framework, ensuring consistent behavior across permissions, groups, and activity tracking.

how groups works

The Groups tool is dependent on the user database configured in the Users tool. Group classification is automatically aligned with the user type stored in the identity record:

User Type Group Eligibility Rule
Internal Users Can only be added to Internal groups.
External Users Can only be added to External groups.
Once a group is created, its user type cannot be changed. For example, an Internal Users group cannot later be converted into an External Users group.

access groups workspace

Accessing the Groups workspace is straightforward:

1. Log in to Neostella.
2. Open the Control Center.
3. Click Access.
4. Select Groups.

6 STEPS

1. To access the Groups workspace, start by logging in to Neostella.

2. Open the Control Center.

3. Click Access.

4. Click Groups.

5. The Groups workspace will open.

6. You now know how to access the Groups workspace.

https://www.iorad.com/player/2694702/access---access-groups-workspace?iframeHash=watchsteps-1&lang=en



Next step

groups dashboard

The Groups dashboard is designed to support group discovery, creation, and management from a single view.

From this workspace, administrators can create new groups, access the group editor, and review all configured group records.

1. Groups tool
2. + NEW GROUP button

  • Group Creator

3.Toolbar
4. Group Editor

 

5. Group table

  • Name column
  • Description column
  • Tags column
  • Active column
  • Group type column
  • Partner column
  • Last Updated date column

6 STEPS

1. Let's walk through the Groups dashboard. This workspace allows administrators to create and manage groups from one place.

2. Next is the NEW GROUP button, which opens the Group Editor.

3. This is the Group Editor where you create or edit new groups.

4. The toolbar provides options for managing group records.

5. The center of the workspace contains the Group table, which lists all configured groups. Columns include Name, Description, Tags, Active, Group Type, Partner, and Last Updated Date.

6. You now know how the Groups dashboard is structured.

https://www.iorad.com/player/2694713/access---groups-dashboard?iframeHash=watchsteps-1&lang=en



Next step

+ new group button

The + NEW GROUP button is the entry point for creating new group entities. 

Selecting this option opens the Group Editor, where administrators define the foundational configuration for the new group. This includes classification, membership, and governance attributes required for the group to function within the access model.

group creator

The Group creator is where group records are created and maintained. Within this creator, admins can define and manage key groups details, including:

  • Group Name
  • Group category / type:
    • Internal Users
    • External Users
    • Partner Managed
  • Description
  • Tags

toolbar

The Toolbar supports common management actions such as: searching group records, applying filters, and navigating record views. Its functionality may vary depending on the selected view or records.

The toolbar enables administrators to efficiently manage groups at scale, particularly in environments with complex organizational or partner structures.

group editor

The Group Editor is the core configuration workspace where administrators manage description, assignations and activation status of a group. This editor functions as the operational control center where user groups are assigned or unassigned, and maintained.

groups table

The Groups table presents a consolidated, record-based view of all groups configured in the system.

Each row represents a single group and displays its key attributes, allowing admins to quickly review configuration details, identify active or inactive groups, and open the Group Editor when updates are required.

Column Type Description Example
Name Informational / Editable Displays the name of the group and serves as a direct link to the editor. Litigation Team – Internal
Description Informational Displays the description of the group. Internal legal operations team handling civil cases.
Tags Informational Shows the tags associated with the group. Legal, Litigation, Internal
Active Informational Indicates whether the group is active or inactive in the system. Yes
Group Type Informational Displays the group classification (Internal, External, Partner Owner, or Partner Managed). Internal Users
Partner Informational If the group is associated with a partner organization, it is displayed here. Neostella Legal Partners
Last Updated Date Informational Displays the most recent date the group record was updated. Jan 15, 2026