This page is an overview of the groups within your organization's HelloID environment (Directory > Groups). Groups in HelloID are either synchronized from Active Directory (AD) or local to HelloID. Learn more about synchronizing Active Directory here. Search for groups using the search bar or scroll through the list.
The following information is listed for each group:
- Group Name
Groups Names may be changed by clicking Edit under the Actions column. Note that when the source is AD, the name will revert during the next synchronization.
The Source is designated as either AD (synchronized) or local (within HelloID).
Under the Status column, groups will be labeled as "Enabled" or "Disabled". Additional statuses may be shown depending on the group's configuration options, such as whether or not it is QR Enabled.
Under the Actions column, there are quick links to several other group components besides Edit and Delete:
- Self service categories
- Application categories
Filtering is represented by the filter icon located at the end of the search bar, between the eraser and magnifying glass. Clicking the icon will display a dropdown list of criteria used to refine the grid contents.
The first three criteria are included by default in every HelloID environment: Show enabled groups, Show disabled groups, Show only deleted groups. Additionally, groups can be filtered according to their specific source, demonstrated by the other criteria shown.
Clicking a criterion will automatically update the user grid accordingly. This example will use the Show only deleted groups criterion. Unchecking the criterion will instantly update the grid again.
Similarly unchecking a source will instantly update the grid to remove all groups from that source from the Group grid. For example, deselecting Local will update the grid instantly, removing those users from the Group grid.
The entire group grid can be sorted according to the columns. Click on a Column Header to sort. The arrow icon will show whether the column has been sorted in ascending or descending order. Click on the Column Header again to sort the other way. Click the Column Header a third time to remove the sorting.