› Resources › Groups › Maintain a group resource

Maintain a group resource

You can modify and delete groups and members and remove members from groups.

To maintain a group resource, navigate to Resources > Groups. The groups list appears.

For more information on how to create resource groups, see Create a group resource.

Modify a group

  1. On the groups list, find the group to modify.
    1. Select All on the Category list or select the category to which the group belongs.

      Groups are listed along with their email addresses. You can sort the group by name or email.

    2. Locate the group in the list by name or email address.

      Alternatively, to further filter down the list, enter the name of the group in the Search box and click .

  2. Click the resource group you want to modify.
    The Edit group resource dialog box is displayed.
  3. Make the required changes.
  4. Click Save.

Remove members from a group

  1. On the groups list, locate the required group from where the member needs to be removed.
  2. Expand the group.
  3. On the context menu for the member to remove from the group, click Remove from group.
    On confirmation, the selected member is removed from the group.

Remove and delete members from a group

To remove a member from the group and directly delete it from the system.

  1. On the groups list, locate the required group from where the member needs to be removed and deleted.
  2. Expand the group.
  3. On the context menu for the members to be deleted from the group, click Delete.

    On confirmation, the selected member is removed from the group and then deleted from the system.

Delete a group

TotalAgility provides the following out-of-the-box groups: Administrators, Designers, Device Users, Everyone, Insight Admin, Insight Users, and Process Intelligence.

You cannot delete the Everyone group. You cannot delete the other out-of-the-box groups if they are used for access permissions. If you try to delete those groups, an error appears.

  1. On the groups list, locate the group that needs to be deleted.
  2. On the context menu of the group, click Delete.

    On confirmation, the selected group is deleted.

How to: Create a group resource