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 personalized 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. A company that sells products through a sales team, provides services through a service team, and also has dealers. They can create separate groups for their sales reps, service team, and dealers. This allows them to customize the visibility of folders and content for each group, ensuring that the right information is accessible to the right people.

2. A clothing company that offers different lines of clothing, such as men's, women's, and children's clothing. They can create separate groups for each clothing line. This allows them to tailor the content and notifications to each specific group, ensuring that the right products and updates are communicated to the relevant audience.

3. A global company that operates in different countries. They can create separate groups for each country. This allows them to control the visibility of folders and content based on geographical locations, ensuring that the right information is accessible to employees in each country.

By organizing users into groups, companies can effectively manage and control access to information, personalize notifications, and analyze the performance of each group. This helps improve communication, collaboration, and productivity within the organization.

 

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Create groups (Showell App for Web)

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'

 

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Manage group users (Showell App for Web)

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

 

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Create groups (Showell Admin)

1. Click Admin in the top menu bar of Showell Admin > Groups
2. Click ➕New group > Type the name of the group > click Done

To remove the group(s): Select the group(s) by checking it’s tick-box, and click Remove on the bottom of the page

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Manage group users (Showell Admin)

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. Click Admin in the top menu bar of Showell Admin > Users
2. Check the tick-boxes next to each user you'd like to add or remove to a group
3. Click 'Manage group memberships' on the bottom of the page
4. Choose your Action and Group > Click Done

Option 2: From the Group itself

1. Click Admin in the top menu bar of Showell Admin > Groups
2. Select the Group you want to add users to
3. In the top right, next to the '➕'-icon, 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: Select the user(s) by checking it’s tick-box, and click Remove on the bottom of the page

Option 3: From the users' settings

1. Click Admin in the top menu bar of Showell Admin > Users
2. Click the user you would like to add to a group. This will open the user's settings
3. On the right side, in the section 'Members of groups', click Add user to group. This will provide a dropdown menu where you can select the right group

To remove the user from the group: Click the red cross next to the group's name