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Group Accounts

Administrative users can belong to a collection of organizations (schools/districts). Within a collection of organizations, there are also groups, which are subsets of the organizations within the broader collection. These administrative users must belong to a group or multiple groups, granting them access to the respective subsets of organizations based on the group(s) that they are assigned. When a user is authenticated into their account, they can easily switch between the organizations in the Groups for which they have access, allowing them to access more than one organization through one set of credentials.

Use the Group Accounts page to provision and manage other administrative user accounts associated with the broader collection of organizations, as well as manage the groups within it.

Only users with the Group Administrator role have access to this page.

Work with Groups

  1. From the main menu, select Users, then Group Accounts.
  2. Click Groups.
  3. To create a group:
    1. Click Create Group.
    2. Enter the group name.
    3. Click Choose Organizations.
    4. Select the checkbox for each organization you want to include in the group.
    5. Click Choose.
      Note: Click the Delete (trashcan) icon next to the organization to remove it from the group.
    6. Click Save.
  4. To edit a group:
    1. Click the name of the group you want to edit.
    2. Edit information as needed.
    3. Click Save.
  5. To delete a group:
    1. Click the Delete (trashcan) icon next to the group you want to remove.
      Note: The group will be permanently deleted. Accounts associated with only this group will be prevented from logging in.
    2. Click Delete.

Note: There is a default group named "All Organizations", which will always include all organizations in the broader collection. This group is not displayed on the Groups page, cannot be edited, and cannot be deleted.

Work with Group Accounts

Group accounts are created and managed the same way as admin accounts. However, group accounts have different role requirements and must be assigned to groups.


Group accounts are required to have the Super Admin role assigned, which automatically assigns the Administrator, Configuration, and Family Account Manager roles, and automatically assigns the May Manage Process Documentation, May View Scheduled Job History, May Access Preview Link(s), and May Access Live Link(s) extended permissions.

Group accounts also have an additional possible role - the Group Administrator role. Users with this role are able to provision and manage the accounts of other users that belong to that same collection, manage the groups within that collection, and assign groups to those users.

Assign Groups

  1. From the main menu, select Users, then Group Accounts.
  2. Select the group account for which you want to assign groups.
  3. In the Groups section, click Edit Groups.
  4. Select the checkbox next to each group you want to assign to this group account.

  5. Click Save.

Users that are not assigned any groups will be prevented from logging in.

Users that are assigned only groups that contain no organizations will be prevented from logging in.

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