Managing Groups

This page explains how to create, edit, and delete groups on ACTIVATE. Groups are used to assign user permissions, designate cost allocations, and share resources between users.

Navigating to the Groups Page

From the Organizations list, select your organization. In the sidebar, click Groups.

The Groups page displays the section header "Groups" with the description "Manage groups and their resource allocations."

Listing Groups

All groups in your organization are listed in a table with the following columns:

• Group Name — clickable link that opens the group edit page
• Description — the group's description
• Allocation Used — the amount of allocation currently consumed by the group
• Allocation Total — the total allocation assigned to the group
• Members — the number of users in the group
• Created — the date the group was created (formatted as MM/DD/YY)
• Delete — a trash icon to delete the group

Allocation values are formatted with thousand separators for readability.

Use the Search groups... field to filter groups by name. The search is case-insensitive.

Creating a Group

1. On the Groups page, click Add Group in the top right corner.

2. Enter a Name for your group. The name input automatically removes special characters and only allows alphanumeric characters, dashes, and underscores.

3. Optionally, enter a Description.

4. Click Create Group to submit.

You will be redirected to the groups list on success, where your new group will appear in the table.

Editing Allocations

You can update allocation totals for all groups at once using batch editing.

1. On the Groups page, click Edit Allocations in the groups list header.

2. The Allocation Total column becomes editable for all groups. Modify values as needed.

3. Click Save Allocations to save all changes in a single batch update.

Success or error messages are shown per group to indicate the result of each update.

Editing a Group

Click a group name in the table to open the group edit page. The edit page has three sections: Manage Description, Manage Roles, and Manage Members.

Manage Description

Use the text input to update the group's description. Click Save Description to save your changes.

Manage Roles

This section displays four role checkboxes that control what permissions members of the group have within your organization:

• org:admin — Full control over an organization
• org:settings — Can manage organization settings
• org:users — Can create and manage users
• org:groups — Can create and manage groups, except groups with the org:admin role

Check or uncheck the roles as needed, then click Save Roles to apply your changes immediately.

Manage Members

Use the dropdown search field to find and add organization users to the group. Select a user from the dropdown to add them as a member.

Current group members are displayed in a table with the following columns:

• Members — the member's username
• Email — the member's email address
• Delete — a trash icon to remove the member from the group

To remove a member, click the trash icon next to their name. The user will be removed from the group immediately.

Deleting a Group

1. In the groups table, click the trash icon on the row of the group you want to delete.

2. A confirmation modal will appear: "Are you sure you want to delete this group?"

3. Click Confirm to delete the group.