Data Discovery & Risk Insights 26.2.0 Help Center

# Groups

Groups provide a way to organize your users. Groups can be assigned roles to determine member access level to Administration and integrated component UIs.

- To view the list of groups, click Groups in the primary navigation pane. You can search for a group by group name (case-sensitive).

- To open a quick view detail pane for a group, click anywhere in the row for the desired group and then click the open detail pane icon ().

  - Click the buttons in the detail pane to EDIT or DELETE the group. To see the list of users assigned to the group, click VIEW USERS; the resulting list of users is filtered by the selected group.

  - If the group is associated with more roles than can be presented in the detail pane, a More link displays.

    Click the More link to open the Edit Group dialog to the Roles tab.

To create a group

1. In the primary navigation pane, click Groups.

   The Groups page opens.

2. Click NEW GROUP.

   The New Group dialog opens.

3. Complete the details for the new group.

   - On the DETAILS tab, complete the following options.

     Option | Description
     --- | ---
     Name | Type a unique name for the new group. NOTE: The group name is case sensitive; uniqueness takes capitalization into consideration. Limits: Maximum 50 characters.
     Document Security Group | Select to define this group as a Document Security Group. For more information, see Document security groups.

   - On the ROLES tab, select the appropriate check boxes to grant access to the desired application components and roles. For more information about role permissions, see Roles.

4. Click CREATE.

   A confirmation message opens and the new group is created.

To edit a group

1. On the Groups page, click the name of the group that you want to edit.

   TIP: You can also click or hover over the row for the desired group and then click the associated edit icon ().

   The Edit Group dialog opens.

2. Edit the desired information.

3. Click UPDATE.

   NOTE: Changes to roles and permissions associated with a group may take up to five minutes to take affect. Alternately, the user can update their roles and permissions more quickly by logging out of the application and then logging back in.

   The group information is updated.

To delete a group

Be careful when deleting groups. If the group is a document security group, users belonging to the group will no longer be able to see their

1. On the Groups page, click or hover over the row for the desired group.

   Additional icons display in the right column.

2. Click the delete icon () associated with the desired group.

3. In the confirmation dialog, click YES to confirm the delete action.

   The group is deleted.

To add a user to an existing group

1. On the Users page, click the name of the user you want to add to a group.

   TIP: You can also click or hover over the row for the desired user and then click the edit icon ().

   The Edit User dialog opens to the Details tab.

2. In the Groups field, type the name of an existing group. As you type, groups that match what you have typed display.

   Click the desired group name to add it to the list of groups this user is associated with.

   To remove a group that the user is associated with, click the X next to the desired group name.

3. Click UPDATE.

   The user is assigned to the group.

To remove a user from a group

1. On the Users page, click the name of the user you want to remove from a group.

   TIP: You can also click or hover over the row for the desired user and then click the edit icon ().

   The Edit User dialog opens to the Details tab.

2. In the Groups field, click the X next to the desired group name.

3. Click UPDATE.

   The user is removed from the group.

To view users assigned to a group

On the Groups page, do one of the following.

- Click or hover over the row for the desired user and then click the view users icon ().

- Click in the row for the desired group. Open the detail pane () and then click VIEW USERS.

## Document security groups

When groups are configured to align with your company's document security for file system, Extended ECM, SharePoint, and OneDrive data sources, you can ensure that those users can only access the data they have permission to based on their group membership.

When you create or edit a group, you can designate the group as a document security group. Like other groups, you can assign document security groups to any user.

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Version 26.2.0 | Last updated April 2026
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