Administer groups

Groups can be used to help manage and organize large numbers of users. Administrators can create, modify, or delete groups by using CSV files.

About this task

To create multiple groups, delete existing groups, or to add users to existing groups, create a CSV file and click Upload groups. To create one group at a time, click Create and enter the required information. You can also click Export groups to save and edit a correctly formatted CSV file that you can use to make changes to existing groups.

Administer groups in Planning Analytics Workspace

Procedure

To create one group at a time:
1. On the Home page, click the Administration tile.
  
  Note: You can't create a group with the name Everyone because Planning Analytics Workspace uses that as a default group when there are no groups defined.
2. Click Users & Groups.
3. Click Groups.
4. Click Create a new group .
5. Enter a Name and Description for the group, then click Submit.
  The new group opens on the Users & Groups page.
6. Click Manage.
7. Select the users you want to add to the group, then click Save.
To create multiple groups, delete existing groups, or to add users to existing groups, create a CSV file that contains the groups to create or update.

The format of the CSV file is described in the user interface. Use a header row as the first row of your CSV file. The CSV file must contain one line for each action with the following information: Group, Login ID, and Directive (ADD or REMOVE). The Login ID must be a valid user in this environment.
The following example .csv file adds four groups (Test, Development, Quality, Management) and adds the Login ID admin to each group.
```
Group,Login Id,Directive
Test,admin,ADD
Development,admin,ADD
Quality,admin,ADD
Management,admin,ADD
```
Tip: You can leave the Login ID blank (with no spaces) to create an empty group with no users in it.
1. On the Home page, click the Administration tile.
2. Click Users & Groups.
3. Click Groups.
4. Click Upload groups from a csv file.
5. Drag and drop your .csv file onto the Drop your .csv file here region or click the region and browse for your file.