The Groups page (under Directory) lets you organize accounts into custom groups so policies can be applied to them together. Each group can inherit policies from organizational units or other groups, be limited to an active date range, and contain a chosen set of member accounts. Use this page to review existing groups, search them, and create, edit, or remove a group.
What this guide covers
Before you begin: You need a Content Filter Admin role to manage groups. Groups apply to the domain selected in the top bar — switch domains there if your organization manages more than one. Reach this page from the top nav under Directory › Groups.
The Groups page showing the filter panel and the list of groups.
Filtering the Groups List
The Filter panel narrows the groups list. Set one or more fields, then select Search to apply them or Reset to clear them. The Custom Only toggle limits the list to custom-created groups.
The Filter panel with the Name, Member, and Custom Only controls.
Field | Description |
Name | Search for a group by name. |
Member | Find groups that include a selected account. |
Custom Only | Toggle to show only custom-created groups. |
Search / Reset | Apply the selected filters, or clear them back to the defaults. |
Reading the Groups Table
The table lists each group by name, sortable using the arrow in the header. The Actions column has a control to edit the group and a control to delete it. Use the page-size and pagination controls to move through larger lists.
The groups table listing each group name with edit and delete controls.
Column | Description |
Name | The name of the group. |
Actions – Edit | Opens the group so you can change its name, policy inheritance, dates, or members. |
Actions – Delete | Removes the group. This is a destructive action — confirm carefully before use. |
Adding or Editing a Group
Select Add at the top right to create a group, or the edit control on a row to change an existing one. Both open the same form. Enter a Name, choose whether to Inherit Policies, optionally set an active Dates range, and select the Members to include, then Save.
The Add Group form with Name, Inherit Policies, Dates, and Members.
Field | Description |
Name | The name for the group. |
Inherit Policies | Whether to inherit configured policies from, for example, organizational units or other groups. Note that if a user is in multiple groups with this disabled, it will still combine policies from all applicable groups. |
Dates | Date range for when this group is considered active, meaning when membership to this group and any configured policies will be applied. |
Members | The accounts included in the group. |
Save | Saves the group with the settings entered. |
Related guides
Overview – Directory Accounts
Overview – Policy Settings
Overview – Summary