View a Group Class

To view the details and configuration properties of a Group Class:

  1. Select Members from the top navigation bar, then select Groups > Group Classes from the side navigation menu. The Group Classes screen is displayed.

  2. The search feature on the Group Classes screen allows you to search for a specified text string anywhere within the Display Name and Internal Name. Optionally, in the Search field, enter the desired text string. Click the Search icon. The screen is refreshed to show only the Group Classes that meet your search criteria.

  1. To sort the search results, select the desired sort order from the Sort By drop-down menu. The default sort order is by: Group Class ID.

  2. Select the desired Group Class. The Group Class Details screen is displayed with the Groups tab selected.

  1. The header and the tabs on this screen allow you to view various configuration details. See below for details on each of these areas.

The header area of the Group Class Details screen displays the high-level properties of this Group Class, such as its name, description, and Active flag.

From the header area, you can edit the properties of the Group Class. See Edit Group Class Properties for more information.

Also from the header area, you can delete a Group Class. See Delete a Group Class for more information.

Groups Tab

The Groups tab of the Group Class Details screen displays a list of all the Groups assigned to this Group Class. The platform displays information about each Group, such as its name, description, and any Group Categories to which it has been assigned. Click a Group's name to view the Group Details screen.

The platform provides two methods of adding Groups to a Group Class:

  • From the Group Details screen of an existing Group, edit the Group properties and select the desired Group Class. See Edit Group Properties for more information.

  • From the Groups tab of the Group Class Details screen, import a file of Groups. See Import Groups into a Group Class for more information. This method allows you to import new Groups, which we be created in the platform, and added to this Group Class. You can't use the import method to assign existing Groups to this Group Class.

The platform provides only one method of removing a Group from this Group Class:

  • From the Group Details screen of an existing Group, edit the Group properties and remove this Group Class. See Edit Group Properties for more information.