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Groups is an Admin tool for managing Console members that send invites through Console.
  • Console members can be organized into groups in the Settings section of Console.
  • Please reach out to your Customer Success Manager to enable this feature.

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Overview

Groups determine which users are visible in the Connections section of Console:
  • Admin and Full Member roles can view all users across your organization.
  • Operations roles can only view users invited by members of their group(s).
  • Operations (limited) roles can only view users they invite.
Exceptions:
1.  Operations roles that are not in any group (ungrouped) can also view all users across your organization.
2. Operations and Operations (limited) roles can also view specific users if they were Cc’d on the original invite.
Console members can be organized by branch, office, geographical location, department, team, etc. according to your organizational needs. Structuring groups effectively allows efficient collaboration and communication, streamlines interactions with invited users, and facilitates smoother workflows to enhance productivity within Console.
Groups let you manage invitations and connections across different teams in your organization.

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Creating groups

Only Admins can create and manage groups.
  1. Within the Groups tab in the Settings section of Console, select Create new group.
  2. Name and save the group, then select the group and click Add members.
  • Any existing Console member within your organization can be added to a group.
  • New team members can also be invited to Console, added to the group, and assigned a role.
Members can be added in bulk using commas or a new line per member, allowing you to copy and paste directly from an Excel or CSV file.

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Filtering by group

Invited users can be filtered by group in the Connections section of Console.
  • Admin and Full Member roles can filter by any group.
  • Operations roles can only filter their groups.
Groups can be used to filter users in the Connections section of Console.

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Group selection

Groups can be selected from a dropdown when sending invites.
This determines which Console members can view the invited user in the Connections section of Console.
  • Operations roles will only see their groups within the dropdown.
  • If the Organization group is selected, the invited user will be visible for Admin, Full Member, and ungrouped Operations roles.
  • If a specific group is selected, the invited user will be visible for Admin, Full Member, and Operations roles (if the Operations member is also in the selected group).
Groups can be selected from the dropdown when sending and invite or starting a verification.

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Assigning Flows to groups

By assigning Link Flows to a group, only those Flows will be selectable when sending invites when the respective group is chosen.
Only assigned Link Flows will be shown to their respective groups.
Flows can be assigned to groups in the Settings section of Console:
  1. Select an existing group.
  2. Select Assign Flows.
You can restrict Groups to specific Link Flows when managing groups in Console.
Flows can also be assigned to groups directly through the Flows section of Console:
You can also assign a Flow to a group from the Flows section of Console.

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Managing groups

Only Admins can edit and delete groups.
Within the Groups tab in the Settings section of Console, select an existing group.
  • Click Delete group and confirm to delete a group.
  • Add, edit, or remove group members using the action buttons.
Deleted groups will still be available as a filter in the Connections section of Console.
Q. What happens when a Console member not currently in a group is added to a group? A. The Console member’s previously invited users will immediately become visible to the groups members. Future users this Console member invites will also be visible to the group members.
Q. What happens when a Console member that is already in one or more groups is added to an additional group? A. The Console member’s previously invited users will not be made visible to the groups members. Future users this Console member invites will be visible to the group members.
Q. What happens when a Console member is removed from a group? A. The Console member’s previously invited users will remain visible to the remaining members of the group. Future users this Console members invites will not be visible to the remaining group members going forward.
If you are embedding Link within your website or application:
  1. Create or edit an existing API key.
  2. Assign a group to the API key.
When embedding Link, if the userToken parameter was created using this API key, the user will automatically be assigned to the respective group.
A userToken is returned in the API response when creating users.
Deleting a group will also delete the associated API key. Any users that were already assigned to a specific group by the deleted API key however will remain associated with that group.
Groups can be assigned to Argyle API keys for use with embedded Link implementations.

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Disclaimer

Please note that our groups management system serves solely as a front-end user interface solution. While it facilitates Console member interactions and data displayed within Console, it does not function as a comprehensive data permissioning system.