Create and Manage Groups

What are Groups

Groups serve as a convenient way to gather users within your Showell Workspace. Organizing your users into groups is important for several reasons:

Privileges: Groups are used to fine tune what users in your organization can see and/or manage in the Showell App. For more information:

• A Guide to Roles and Privileges: Gain a thorough understanding of how Roles and Privileges function in Showell.
• Set Folder Privileges for Groups: Discover how you can customize the visibility of folders by setting group privileges. This allows you to have complete control over who can see and/or manage specific content.

Notify: You can sent out notifications to one or multiple groups

Analyze: You can assess the performance and activity of each individual group to gain valuable insights and metrics.

Group Examples

Here are some examples of how different companies can use groups to organize their users:

1. Agriculture or manufacturing company with dealers and internal teams
   Many companies work with a mix of internal teams (e.g. sales, service, marketing) and external partners such as dealers or distributors. Creating separate groups for these audiences allows you to control which content each group can access. For example, providing dealers with product materials while keeping internal documents visible only to employees.
2. Product-based company with different product lines or specialties
   Companies in manufacturing or medical devices often have multiple product lines or areas of expertise. Groups can be created around these (e.g. machinery types, medical specialties, or equipment categories), ensuring users only see the content relevant to their role or focus area.
3. Global or regional organization
   Companies operating across multiple countries or regions can create groups based on geography. This allows you to manage localized content, languages, and updates, ensuring users in each region have access to the most relevant and compliant materials.

By organizing users into groups, companies can effectively manage access to content, tailor communication, and ensure that the right information reaches the right audience. This improves efficiency, reduces confusion, and supports better collaboration across teams and partners.

Create groups

1. In the Showell App for Web, Open Admin > Groups from the side menu.
2. In the top right corner, click '+ Create group'
3. Provide a name for your group and click 'Create'

Manage group users

There are several methods available to add or remove users from groups. Continue reading to learn how to manage group users.

Option 1: By multi-selecting users (Bulk management)

1. In the Showell App for Web, Open Admin > Users from the side menu.
2. Check the tick-boxes next to each user you'd like to add or remove to a group
3. Click 'Add/Remove from groups' on the bottom of the page
4. Choose to Add to or Remove from Group, Followed by providing the group name(s)
5. Click the 'Add/Remove' button when ready

Option 2: From the Group itself

1. In the Showell App for Web, Open Admin > Groups from the side menu.
2. Click the Group you want to add users to.
3. In the top right, in the 'Add a new member' field, type the name of the user you want to add. This will give a drop down menu where you can then choose the right user.

To remove the user(s) from the group: Click the '3 dots' next to a user's name > Remove, Or multi-select by ticking the checkboxes > Click Remove on the bottom of the screen.

Option 3: From the users' settings

1. In the Showell App for Web, Open Admin > Users from the side menu
2. Click the user you would like to add/remove to a group. This will open the user's properties
3. Scroll down to 'Groups'. In the 'Add to groups' field, provide the group names you'd like to add the user to.
   • To remove the user from the group: Click the cross next to the group's name
4. Make sure to click 'Save' when done