The GROUPS tab within the people editor allows administrators to view and manage the groups a user/contact belongs to. From this tab, admins can assign the user to groups or remove them from existing ones.
This tab depends entirely on the Groups tool. All group data is created and managed in the Groups tool and is surfaced here for user-level assignment. In other words, the GROUPS tab pulls group information from the Groups tool and applies it to the selected contact/user.
access the groups tab
From the Control Center:
1. Click Users
2. Click the PEOPLE tab
3. Locate a contact/user and double-click their name
The people editor opens in a dedicated view
4. Click the GROUPS tab
groups tab dashboard
The GROUPS tab dashboard is designed to manage group membership for the selected user. It includes the following elements:
| 1. GROUP Tab 2. All Groups in your organization list 3. Groups {someone} is in list | 4. ADD button 5. REMOVE button |
all groups in your organization
The All Groups in your organization list displays all groups that currently exist within the organization and are not assigned to the selected contact/user. All available groups must correspond to the user type (Internal/External).
This list is populated directly from the Groups tool, where groups are created and managed. The purpose of this list is to allow admins to assign existing groups to a contact/user from the people editor.
This workflow differs from the Groups tool, where contacts/users are assigned to groups. Here, groups are assigned to a specific user.
groups {user} is in
The Groups {user} is in list displays all groups the selected contact/user currently belongs to.
This list is directly linked to the Groups tool but is pre-filtered to show only the groups associated with the selected user. While the Groups tool focuses on assigning users to groups, this view focuses on understanding and managing group membership from the user’s perspective.
add and remove buttons
The ADD and REMOVE buttons control how groups are assigned to or removed from a contact/user:
- ADD assigns the selected groups to the contact/user by moving them from All Groups in your organization list to Groups {user} is in list.
- REMOVE unassigns the selected groups from the contact/user by moving them from Groups {user} is in list back to All Groups in your organization list.
These actions directly impact the user’s permissions, access, and behavior across Neostella.