Manage Analyst Groups
Notice
This feature is available in Collaborate v3.8.8.0 (Early Access) onwards.
You can manage existing Analyst Groups from the listing page, where you can view group details, make updates to users or categories, and take actions like editing or deactivating a group.
View Analyst Groups
You can view existing analyst groups and perform related actions from the Analyst Groups listing page. Ensure that you have the View permission for the Analyst Group feature.
Use the following information to view analyst groups:
The Analyst Groups list displays the following information:
Name: The unique name of the analyst group.
Active/Inactive Users: The number of active and inactive users within the analyst group.
Updated On: The date when the analyst group was last updated.
Associated Categories: The categories linked to the group, defining the type of data the group has access to.
Status: Indicates whether the group is active or inactive.
To search for information related to specific analyst group, type your query into the search bar. By default, it is enabled. If you do not see the field, click Open Filters to access it. You can filter analyst groups based on the following parameters:
Status: Filter groups based on whether they are Active or Inactive.
Category: Filter groups by one or more associated categories.
Name: Filter by the group's name, using full or partial matches.
To perform supported actions on an analyst group, hover over the group, click the vertical ellipsis, and select one of the following options:
Edit: Modify the details of the group.
Note
You must have the Edit permission to modify the details.
View: View detailed information about the group, including its name, description, assigned categories, and user list.
Modify Analyst Group Details
You can modify existing analyst group details, including the group’s name, description, assigned categories, and users.
Before you Start
Ensure that you have the View and Create/Update permissions to the Analyst Groups feature.
Steps
To modify the details of an analyst group, follow these steps:
Go to Administration > User Management > Analyst Groups.
Hover over the analyst group you want to modify, click the vertical ellipsis, and click Edit.
Modify the details of the analyst group as required. You can activate or deactivate the analyst group.
Note
To deactivate an analyst group, you must first remove all the users from the group.
Click Update to save your changes