User Groups

User groups allow you to organize license users into named groups for easier management across your account.

User groups can be managed at two levels:

• License Users: Navigate to License Users → User groups to manage groups across all license users globally

• Customer Account: Open a specific Customer Account and navigate to the User groups tab to manage groups within that account

Creating a User Group

Click Add user group and fill in the following fields:

• Code: Unique identifier for the group
• Name: Display name of the group
• Description: Optional description
• Metadata JSON: Optional metadata in JSON format

Click Confirm to save the group.

Managing a User Group

Once a group is created, open it to view its details and manage its members. Each group displays the following information:

• Name: Display name of the group
• Code: Unique identifier
• Description: Optional description
• Customer accoun: The customer account this group is associated with
• Metadata: Any metadata attached to the group

You can edit the group details at any time using the Edit user group button, or remove the group using the Delete button.

Adding Users

Navigate to the Users tab within the group and click Add user to assign license users to the group. Users are listed with their email, first name, last name, and phone number.

Adding Licenses

Navigate to the Licenses tab within the group and click Add license to assign licenses to the group. You can search and filter licenses by standard fields and metadata filters.

Adding License Managers

Navigate to the License managers tab within the group and click Add manager to assign a license manager to the group.

Fill in the following fields:

• Email
• First Name
• Last Name
• Phone Number
• Metadata JSON

Click Confirm to save.