groups — group editor

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The Group Editor is the configuration workspace where administrators manage the structure and membership of a group. From this editor, administrators can update group information, assign users and integration users, manage tags, and control the activation status of the group.

The Group Editor functions as the operational control center for managing their associated members.

access the group editor

To open the Group Editor for an existing group:

  1. Open the Control Center workspace.
  2. Click Access.
  3. Select Groups.
  4. In the Name column, click a group to edit.
    The Group Editor opens, allowing management of the group configuration.

7 STEPS

1. To access the Group Editor for an existing group, start by accessing to Neostella.

2. Open the Control Center workspace.

3. Click Access.

4. Click Groups.

5. In the Name column, click a group to edit.

6. The Group Editor will open.

7. You have accessed the Group Editor.

https://www.iorad.com/player/2695049/access---access-the-group-editor?iframeHash=watchsteps-1&lang=en



Next step

group editor dashboard

The Group Editor dashboard contains the following components:

1. Group name
2. Group type
3. Deactivation / Activation menu
4. Assign Tags button
5. Description field 		6. Users list
7. Integration Users list
8. ADD button
9. REMOVE button
10. Assignees list

12 STEPS

1. This is walkthrough for the Group Editor dashboard.

2. At the top, you’ll see the Group name.

3. Group type, which identify the group and its classification.

4. Next, the Deactivation and Activation menu allows administrators to control whether the group is active.

5. The Assign Tags button lets you add tags to organize and categorize the group.

6. Below that, the Description field allows you to add or update the group description.

7. The dashboard also includes the Users list.

8. The Integration Users list, which display available users that can be assigned to the group.

9. To manage assignments, use the ADD button to include selected users.

10. Remove button removes selected users from a group.

11. Finally, the Assignees list shows all users and integration users currently assigned to the group.

12. You now understand the layout of the Group Editor dashboard.

https://www.iorad.com/player/2695116/access---group-editor-dashboard?iframeHash=watchsteps-1&lang=en



Next step

group name

The group name displays the current name of the group.

group type

The group type indicates the classification of the group. Group types determine how the group is used within the system and may include:

  • Internal Users
  • External Users
  • Partner Managed

In Partner Managed Groups, the group created by a law firm shares its members across partner accounts. For example, if Neostella X creates a group managed by partner Neostella 100, the group will be available in the Groups tool of both accounts.

From a visibility perspective, the same group is labeled differently in each account:

  • It appears as a Partner Managed group in the account that created it.
  • It appears as a Partner Owned group in the account responsible for managing its members.

In other words, Neostella X creates the group with the members, but Neostella 100 manages it.

deactivation / activation menu

The Activation/Deactivation menu provides controls to activate or deactivate a group. Administrators can use this option to temporarily remove a group from active use without deleting its record.

  • When a Partner Managed group is deactivated, all users who do not belong to any other groups are automatically deactivated.
  • Partner Owned groups cannot be deactivated directly by their tenant. They are automatically deactivated when the corresponding Partner Managed group is deactivated.

assign tags button

The Assign Tags button allows administrators to associate tags with the group.

description field

The Description field allows administrators to add or edit a description for the group. Descriptions provide additional context about the purpose or usage of the group.

users list

The Users list displays all available users who can be assigned to the group. Administrators can select users from this list and add them to the group.

integration users list

The Integration Users list contains all available integration users that can be assigned to the group. These users typically represent system integrations or automated processes.

add button

The ADD button assigns selected users or integration users to the group. When clicked, the selected entries move from the Users or Integration Users list to the Assignees list.

remove button

The REMOVE button removes selected users or integration users from the group. The removed users return to their respective source lists.

assignees list

The Assignees list displays all users and integration users currently assigned to the group. Administrators can review, manage, or remove group members from this list.