View Groups

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

Manager allows you to view the list of available groups.


You must be an Administrator to view the groups.

To view all configured groups, select Security > Groups.

Groups are shown page by page, with the maximum number of records per page configured in the users preferences.

Manager view groups

The group list displays the following details:

  • Group Name - a name of a group
  • Type - is a type of a group, which can be one of the following:
    • Alert- notifies and alert users about certain events. A user must be assigned to a group of this group type.
    • Form- restricts user access to forms or tasks that are associated with this group.
    • Job - restrict access to job coordinators when overseeing jobs that they are responsible for.
  • Description a description of a group
  • Form Work Group
  • New Forms
  • Saved / Assigned
  • Completed Forms
  • Reassigned Forms

To filter or search the groups by one or more criteria, specify the following settings and click Search:

  • Group's name or part of a name.
  • Type of a group

Click Clear to reset the search criteria.

You can also perform the following actions:

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

Next, learn how to assign groups to a user.