Manage groups

Groups are segments of users with the ability to view models associated with that group. Access to granular features in the ValidMind Platform within a group’s set of models is further defined by roles and permissions.

Users must belong to a default group of All, and can belong to mulitple groups.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

See group details

1. In the left sidebar, click Settings.

2. Under User Permissions in the sidebar, select Groups.

3. Groups are listed with their names and any provided descriptions.

   Expand See Details to:

   • View the complete list of members in any group.
   • View models visible to the group.

Add new groups

1. In the left sidebar, click Settings.

2. Under User Permissions in the sidebar, select Groups.

3. Next to All Groups, click Create New Group to open the Create New Group menu.

4. Enter a group name and group description for the new group and click Continue.

5. Select users from the list to add them to the group.

6. Click Create Group to save.

   Confirm that the new group is created and appears in the list of available groups, ensuring it is correctly configured for its intended use.

Remove groups

You can only remove non-default groups.

1. In the left sidebar, click Settings.

2. Under User Permissions, select Groups.

3. Expand See Details > for the group you want to remove.

4. Click Delete Group to remove it.

   After you confirm, the group will be permanently removed.

Add or remove group members

1. In the left sidebar, click Settings.

2. Under User Permissions in the sidebar, select Groups.

To add a member to a group:

1. Click See Details.

2. Click Add New Member.

3. Select members by checking the boxes next to their names in the pop-up.

4. Click Add to Group.

   Confirm that the new member is added to the correct group.

To remove a member from a group:

1. Click See Details.

2. Select members to be removed from the group by checking the boxes next to their names.

3. Click Remove Member.

   After you confirm, the user will be removed from that group.